+888.0%
ZBRA vs BTG
+370.1%
+517.9%
-67.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BTG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -3.2% | +3.0% | 0.0% |
| 7D | -3.8% | -5.8% | +2.0% | -3.4% |
| 30D | -10.2% | +5.7% | -15.9% | -10.5% |
| 3M | +58.7% | +38.1% | +20.5% | +55.4% |
| 6M | +61.9% | +0.3% | +61.6% | +61.1% |
| YTD | +41.7% | +19.9% | +21.8% | +39.0% |
| 1Y | +12.4% | +24.6% | -12.2% | +9.8% |
| 3Y | +34.2% | +96.6% | -62.4% | +26.6% |
| 5Y | -40.8% | +77.7% | -118.4% | -44.0% |
| 10Y | +420.3% | +150.7% | +269.6% | +374.2% |
| All | +888.0% | +370.1% | +517.9% | +597.9% |
Cumulative growth
Daily Returns
Daily percentage return beside BTG.
Daily Out/Under-Performance
Portfolio return minus BTG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BTG 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 BTG 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