+306.7%
TPR vs ZBRA
+407.5%
-100.8%
-78.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ZBRA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | -2.2% | -1.1% | -2.3% |
| 7D | -7.3% | -1.8% | -5.5% | -6.5% |
| 30D | -30.7% | -8.8% | -21.9% | -27.9% |
| 3M | -21.6% | +47.2% | -68.9% | -36.2% |
| 6M | -21.3% | +61.3% | -82.6% | -39.5% |
| YTD | -10.2% | +42.0% | -52.2% | -27.3% |
| 1Y | +9.5% | +10.5% | -1.0% | -0.6% |
| 3Y | +280.8% | +34.5% | +246.3% | +197.9% |
| 5Y | +218.7% | -40.3% | +259.0% | +259.1% |
| 10Y | +306.7% | +421.5% | -114.9% | +125.4% |
| All | +306.7% | +407.5% | -100.8% | +125.4% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling