+56.5%
TEL vs ZBRA
-40.4%
+96.9%
-34.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ZBRA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.6% | +1.8% | +1.7% | +2.9% |
| 7D | +1.6% | -3.4% | +5.0% | +2.9% |
| 30D | -0.7% | -7.4% | +6.7% | +2.1% |
| 3M | +2.4% | +57.5% | -55.1% | -15.1% |
| 6M | +4.1% | +64.0% | -59.8% | -15.4% |
| YTD | -5.8% | +44.3% | -50.1% | -20.4% |
| 1Y | +0.9% | +10.9% | -10.0% | -6.2% |
| 3Y | +72.6% | +37.5% | +35.1% | +41.8% |
| All | +56.5% | -40.4% | +96.9% | +85.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling