+8,579.1%
TPR vs ZBRA
+1,597.1%
+6,982.1%
-82.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ZBRA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -1.6% | +1.3% | +0.4% |
| 7D | +12.1% | -2.5% | +14.5% | +13.1% |
| 30D | +16.7% | -17.0% | +33.7% | +25.5% |
| 3M | -17.4% | -15.0% | -2.4% | -12.3% |
| 6M | +2.3% | +42.2% | -39.9% | -15.9% |
| YTD | +7.1% | +32.4% | -25.2% | -10.0% |
| 1Y | +29.5% | +23.3% | +6.2% | +12.1% |
| 3Y | +415.0% | +55.9% | +359.2% | +286.7% |
| 5Y | +261.5% | -44.8% | +306.2% | +310.4% |
| 10Y | +383.3% | +371.4% | +11.9% | +116.6% |
| All | +8,579.1% | +1,597.1% | +6,982.1% | +1,753.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling