+145.2%
TE vs ZBRA
+14.4%
+130.8%
-69.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ZBRA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +1.8% | -1.2% | +0.3% |
| 7D | +0.2% | -3.4% | +3.6% | +0.8% |
| 30D | -5.9% | -7.4% | +1.5% | -4.6% |
| 3M | -45.6% | +57.5% | -103.1% | -49.4% |
| 6M | -43.4% | +64.0% | -107.3% | -46.9% |
| YTD | -31.0% | +44.3% | -75.3% | -34.5% |
| 1Y | +145.2% | +10.9% | +134.3% | +123.7% |
| All | +145.2% | +14.4% | +130.8% | +123.7% |
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