+7,857.5%
TD vs ZBRA
+3,699.8%
+4,157.7%
-64.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ZBRA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -2.8% | +1.9% | -0.3% |
| 7D | +0.9% | +2.6% | -1.7% | +0.3% |
| 30D | -0.7% | -6.4% | +5.7% | +0.7% |
| 3M | +6.3% | +51.3% | -45.0% | -3.8% |
| 6M | +27.9% | +60.5% | -32.6% | +13.9% |
| YTD | +29.8% | +45.2% | -15.4% | +17.5% |
| 1Y | +63.7% | +12.3% | +51.3% | +55.6% |
| 3Y | +128.3% | +37.5% | +90.8% | +102.1% |
| 5Y | +125.5% | -39.2% | +164.7% | +130.8% |
| 10Y | +296.7% | +417.0% | -120.3% | +150.4% |
| All | +7,857.5% | +3,699.8% | +4,157.7% | +3,149.5% |
Cumulative growth
Daily Returns
Daily percentage return beside ZBRA.
Daily Out/Under-Performance
Portfolio return minus ZBRA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ZBRA 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 ZBRA 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