-8.6%
TEL vs ZBRA
+25.3%
-33.9%
-21.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ZBRA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +0.9% | -0.7% | -0.1% |
| 7D | -0.5% | -13.6% | +13.1% | +4.0% |
| 30D | +0.6% | -11.5% | +12.1% | +4.3% |
| 3M | +2.0% | -9.9% | +11.8% | +5.0% |
| 6M | +8.1% | +48.6% | -40.5% | -8.2% |
| YTD | -2.2% | +36.9% | -39.1% | -17.2% |
| 1Y | -8.6% | +27.7% | -36.3% | -18.5% |
| All | -8.6% | +25.3% | -33.9% | -18.5% |
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