+37.5%
ZBRA vs BR
-5.3%
+42.8%
-52.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | -0.3% | +2.1% | +2.0% |
| 7D | -3.4% | -3.0% | -0.4% | -1.9% |
| 30D | -7.4% | -0.3% | -7.1% | -7.5% |
| 3M | +57.5% | +17.3% | +40.2% | +45.7% |
| 6M | +64.0% | -6.7% | +70.7% | +68.5% |
| YTD | +44.3% | -23.4% | +67.7% | +65.3% |
| 1Y | +10.9% | -32.7% | +43.5% | +37.2% |
| 3Y | +37.5% | -5.9% | +43.4% | +29.0% |
| All | +37.5% | -5.3% | +42.8% | +29.0% |
Cumulative growth
Daily Returns
Daily percentage return beside BR.
Daily Out/Under-Performance
Portfolio return minus BR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BR 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 3y: compounded portfolio wealth divided by compounded BR 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…
3y analysis · Full analysis span regression · 6 months rolling