+52.0%
TDG vs ZBRA
+35.9%
+16.1%
-25.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ZBRA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | +1.8% | -0.7% | +0.8% |
| 7D | -1.9% | -3.4% | +1.5% | -1.2% |
| 30D | -7.7% | -7.4% | -0.3% | -6.4% |
| 3M | -9.3% | +57.5% | -66.8% | -18.5% |
| 6M | -9.4% | +64.0% | -73.4% | -19.8% |
| YTD | -14.3% | +44.3% | -58.5% | -22.2% |
| 1Y | -11.8% | +10.9% | -22.7% | -14.9% |
| 3Y | +52.0% | +37.5% | +14.4% | +40.2% |
| All | +52.0% | +35.9% | +16.1% | +40.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling