+10.9%
ZBRA vs BWA
+55.6%
-44.7%
-38.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BWA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | +1.5% | +0.4% | +1.5% |
| 7D | -3.4% | -1.3% | -2.1% | -3.1% |
| 30D | -7.4% | -2.9% | -4.5% | -6.8% |
| 3M | +57.5% | -10.7% | +68.2% | +62.0% |
| 6M | +64.0% | +26.5% | +37.5% | +53.5% |
| YTD | +44.3% | +49.1% | -4.8% | +22.2% |
| 1Y | +10.9% | +52.1% | -41.2% | -8.2% |
| All | +10.9% | +55.6% | -44.7% | -8.2% |
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