-3.1%
ZS vs BBAI
-70.8%
+67.7%
-76.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BBAI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.5% | -2.0% | -2.5% | -4.5% |
| 7D | -7.8% | -4.3% | -3.6% | -7.7% |
| 30D | +5.0% | -3.6% | +8.7% | +5.2% |
| 3M | +25.5% | -38.8% | +64.3% | +26.8% |
| 6M | +8.7% | -23.8% | +32.5% | +9.2% |
| YTD | -24.5% | -45.9% | +21.4% | -23.7% |
| 1Y | -36.7% | -40.8% | +4.1% | -36.3% |
| 3Y | +7.2% | +69.8% | -62.6% | +5.3% |
| 5Y | -40.9% | -70.3% | +29.4% | -37.5% |
| All | -3.1% | -70.8% | +67.7% | +1.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling