+40.7%
THC vs ZBRA
+25.3%
+15.4%
-34.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ZBRA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.6% | +0.9% | +8.7% | +9.5% |
| 7D | +8.8% | -13.6% | +22.4% | +10.9% |
| 30D | +12.6% | -11.5% | +24.1% | +14.4% |
| 3M | +15.4% | -9.9% | +25.2% | +16.8% |
| 6M | +57.7% | +48.6% | +9.1% | +47.9% |
| YTD | +47.1% | +36.9% | +10.2% | +37.4% |
| 1Y | +40.7% | +27.7% | +13.0% | +33.4% |
| All | +40.7% | +25.3% | +15.4% | +33.4% |
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