+246.7%
THC vs ZBRA
+34.1%
+212.6%
-34.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ZBRA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -2.8% | +0.6% | -1.4% |
| 7D | -2.6% | +2.6% | -5.1% | -3.3% |
| 30D | -1.2% | -6.4% | +5.2% | +0.7% |
| 3M | +58.9% | +51.3% | +7.6% | +38.2% |
| 6M | +9.3% | +60.5% | -51.2% | -7.6% |
| YTD | +30.4% | +45.2% | -14.8% | +12.7% |
| 1Y | +34.6% | +12.3% | +22.3% | +27.5% |
| 3Y | +246.7% | +37.5% | +209.1% | +170.8% |
| All | +246.7% | +34.1% | +212.6% | +170.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling