+850.1%
TRGP vs ZBRA
+435.2%
+414.9%
-90.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ZBRA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +1.8% | -2.4% | -1.2% |
| 7D | +0.1% | -3.4% | +3.5% | +1.2% |
| 30D | +8.0% | -7.4% | +15.4% | +10.6% |
| 3M | +8.3% | +57.5% | -49.3% | -9.8% |
| 6M | +23.9% | +64.0% | -40.1% | +0.6% |
| YTD | +59.6% | +44.3% | +15.3% | +34.1% |
| 1Y | +79.4% | +10.9% | +68.6% | +65.3% |
| 3Y | +269.4% | +37.5% | +231.9% | +198.5% |
| 5Y | +641.6% | -39.7% | +681.3% | +703.1% |
| All | +850.1% | +435.2% | +414.9% | +398.2% |
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