+45.9%
TEM vs ZBRA
+12.6%
+33.3%
-59.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ZBRA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | -0.2% | -3.9% | -4.0% |
| 7D | -9.2% | -3.8% | -5.4% | -7.0% |
| 30D | +5.5% | -10.2% | +15.7% | +12.7% |
| 3M | +18.7% | +58.7% | -40.0% | -17.1% |
| 6M | +15.4% | +61.9% | -46.5% | -23.1% |
| YTD | -0.5% | +41.7% | -42.2% | -28.5% |
| 1Y | -24.8% | +12.4% | -37.2% | -33.2% |
| All | +45.9% | +12.6% | +33.3% | +9.6% |
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