+262.6%
THC vs ZBRA
-40.4%
+303.0%
-58.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ZBRA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.9% | -2.2% | +6.1% | +4.6% |
| 7D | +4.1% | -1.8% | +5.9% | +4.7% |
| 30D | +3.5% | -8.8% | +12.3% | +6.7% |
| 3M | +61.7% | +47.2% | +14.5% | +38.8% |
| 6M | +11.8% | +61.3% | -49.5% | -8.2% |
| YTD | +35.4% | +42.0% | -6.6% | +15.2% |
| 1Y | +37.0% | +10.5% | +26.6% | +27.9% |
| 3Y | +260.1% | +34.5% | +225.6% | +193.8% |
| 5Y | +262.6% | -40.3% | +302.9% | +289.4% |
| All | +262.6% | -40.4% | +303.0% | +289.4% |
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 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