-39.6%
ZS vs BBAI
-71.4%
+31.8%
-76.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BBAI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -0.4% | -1.2% | -1.6% |
| 7D | -8.1% | -5.4% | -2.7% | -7.9% |
| 30D | -8.4% | -15.3% | +6.9% | -8.1% |
| 3M | +31.1% | -29.9% | +60.9% | +32.1% |
| 6M | +4.4% | -30.7% | +35.1% | +5.1% |
| YTD | -27.3% | -47.8% | +20.5% | -26.5% |
| 1Y | -41.4% | -40.4% | -1.0% | -41.0% |
| 3Y | +1.7% | +66.9% | -65.2% | 0.0% |
| 5Y | -39.6% | -71.4% | +31.8% | -36.5% |
| All | -39.6% | -71.4% | +31.8% | -36.5% |
Cumulative growth
Daily Returns
Daily percentage return beside BBAI.
Daily Out/Under-Performance
Portfolio return minus BBAI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BBAI 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 5y: compounded portfolio wealth divided by compounded BBAI 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…
5y analysis · Full analysis span regression · 6 months rolling