+293.7%
TPR vs ZBRA
+34.1%
+259.7%
-31.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ZBRA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.7% | -2.8% | -0.9% | -2.8% |
| 7D | -3.4% | +2.6% | -5.9% | -4.2% |
| 30D | -27.3% | -6.4% | -20.9% | -25.8% |
| 3M | -16.2% | +51.3% | -67.5% | -29.2% |
| 6M | -17.9% | +60.5% | -78.4% | -33.0% |
| YTD | -7.1% | +45.2% | -52.3% | -21.8% |
| 1Y | +13.6% | +12.3% | +1.3% | +6.1% |
| 3Y | +293.7% | +37.5% | +256.2% | +203.4% |
| All | +293.7% | +34.1% | +259.7% | +203.4% |
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 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