+429.0%
THC vs ZBRA
+57.2%
+371.8%
-34.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ZBRA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -1.6% | +2.1% | +0.9% |
| 7D | +8.8% | -2.5% | +11.3% | +9.6% |
| 30D | +10.0% | -17.0% | +27.0% | +15.6% |
| 3M | +11.7% | -15.0% | +26.7% | +16.4% |
| 6M | +52.5% | +42.2% | +10.3% | +34.3% |
| YTD | +46.1% | +32.4% | +13.7% | +29.9% |
| 1Y | +49.1% | +23.3% | +25.8% | +35.8% |
| All | +429.0% | +57.2% | +371.8% | +257.5% |
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