+682.0%
ZBRA vs BLDR
+389.5%
+292.5%
-67.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BLDR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | -4.9% | +2.1% | -1.9% |
| 7D | +2.6% | -0.3% | +2.9% | +2.6% |
| 30D | -6.4% | -16.2% | +9.9% | -3.5% |
| 3M | +51.3% | -14.4% | +65.7% | +54.8% |
| 6M | +60.5% | -32.8% | +93.3% | +70.9% |
| YTD | +45.2% | -39.2% | +84.4% | +57.0% |
| 1Y | +12.3% | -57.7% | +70.0% | +29.6% |
| 3Y | +37.5% | -55.3% | +92.8% | +54.5% |
| 5Y | -39.2% | +15.6% | -54.8% | -42.2% |
| 10Y | +417.0% | +359.8% | +57.2% | +282.4% |
| All | +682.0% | +389.5% | +292.5% | +396.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling