+2,265.7%
TECK vs ZBRA
+1,535.5%
+730.3%
-95.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ZBRA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.2% | -2.8% | +7.0% | +5.6% |
| 7D | +7.8% | +2.6% | +5.2% | +6.2% |
| 30D | +8.3% | -6.4% | +14.6% | +11.8% |
| 3M | +16.1% | +51.3% | -35.2% | -9.3% |
| 6M | +42.9% | +60.5% | -17.6% | +7.0% |
| YTD | +50.8% | +45.2% | +5.6% | +17.3% |
| 1Y | +106.1% | +12.3% | +93.7% | +81.6% |
| 3Y | +84.0% | +37.5% | +46.5% | +37.8% |
| 5Y | +223.5% | -39.2% | +262.7% | +251.5% |
| 10Y | +378.1% | +417.0% | -38.9% | +23.6% |
| All | +2,265.7% | +1,535.5% | +730.3% | +160.0% |
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