+423.9%
ZBRA vs BLDR
+383.3%
+40.5%
-67.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BLDR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | +2.4% | -0.5% | +1.0% |
| 7D | -3.4% | -8.2% | +4.8% | -0.5% |
| 30D | -7.4% | -16.6% | +9.2% | -1.7% |
| 3M | +57.5% | -23.2% | +80.7% | +70.5% |
| 6M | +64.0% | -33.7% | +97.7% | +85.3% |
| YTD | +44.3% | -41.3% | +85.6% | +68.9% |
| 1Y | +10.9% | -58.8% | +69.7% | +46.7% |
| 3Y | +37.5% | -57.5% | +95.0% | +71.3% |
| 5Y | -39.7% | +12.9% | -52.6% | -47.9% |
| All | +423.9% | +383.3% | +40.5% | +163.6% |
Cumulative growth
Daily Returns
Daily percentage return beside BLDR.
Daily Out/Under-Performance
Portfolio return minus BLDR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BLDR return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 10y: compounded portfolio wealth divided by compounded BLDR wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
10y analysis · Full analysis span regression · 6 months rolling