+59.7%
TEM vs ZBRA
+15.4%
+44.3%
-59.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ZBRA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -2.8% | +2.3% | +1.2% |
| 7D | +3.2% | +2.6% | +0.7% | +1.6% |
| 30D | +23.5% | -6.4% | +29.9% | +28.5% |
| 3M | +32.3% | +51.3% | -19.0% | -4.4% |
| 6M | +23.0% | +60.5% | -37.5% | -17.1% |
| YTD | +8.9% | +45.2% | -36.3% | -23.0% |
| 1Y | -19.9% | +12.3% | -32.2% | -28.1% |
| All | +59.7% | +15.4% | +44.3% | +18.1% |
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