+27.7%
ZBRA vs BWA
+17.4%
+10.3%
-27.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BWA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -2.5% | +3.4% | +1.5% |
| 7D | -13.6% | -9.9% | -3.7% | -11.3% |
| 30D | -11.5% | -16.4% | +4.9% | -7.6% |
| 3M | -9.9% | -19.8% | +10.0% | -5.0% |
| 6M | +48.6% | -10.0% | +58.6% | +51.2% |
| YTD | +36.9% | +12.7% | +24.2% | +21.6% |
| 1Y | +27.7% | +15.7% | +12.0% | +11.6% |
| All | +27.7% | +17.4% | +10.3% | +11.6% |
Cumulative growth
Daily Returns
Daily percentage return beside BWA.
Daily Out/Under-Performance
Portfolio return minus BWA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BWA 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 1y: compounded portfolio wealth divided by compounded BWA 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…
1y analysis · Full analysis span regression · 6 months rolling