-5.8%
TDG vs ZBRA
+25.3%
-31.1%
-25.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ZBRA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +0.9% | -0.2% | +0.7% |
| 7D | +7.1% | -13.6% | +20.7% | +8.3% |
| 30D | +11.4% | -11.5% | +22.9% | +12.4% |
| 3M | -4.6% | -9.9% | +5.3% | -3.9% |
| 6M | +5.8% | +48.6% | -42.7% | +0.3% |
| YTD | -8.5% | +36.9% | -45.4% | -13.0% |
| 1Y | -5.8% | +27.7% | -33.5% | -10.2% |
| All | -5.8% | +25.3% | -31.1% | -10.2% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling