+148.6%
TE vs ZBRA
+18.2%
+130.5%
-69.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ZBRA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +1.5% | -0.1% | +1.0% |
| 7D | -4.0% | +1.8% | -5.7% | -4.3% |
| 30D | -15.9% | -1.7% | -14.2% | -15.6% |
| 3M | -60.5% | +47.8% | -108.3% | -63.2% |
| 6M | -35.2% | +56.7% | -92.0% | -38.9% |
| YTD | -31.1% | +49.4% | -80.5% | -35.3% |
| 1Y | +148.6% | +16.5% | +132.1% | +130.1% |
| All | +148.6% | +18.2% | +130.5% | +130.1% |
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