+269.4%
TRGP vs ZBRA
+35.9%
+233.5%
-31.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ZBRA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +1.8% | -2.4% | -0.9% |
| 7D | +0.1% | -3.4% | +3.5% | +0.6% |
| 30D | +8.0% | -7.4% | +15.4% | +9.4% |
| 3M | +8.3% | +57.5% | -49.3% | -2.8% |
| 6M | +23.9% | +64.0% | -40.1% | +9.2% |
| YTD | +59.6% | +44.3% | +15.3% | +44.2% |
| 1Y | +79.4% | +10.9% | +68.6% | +74.8% |
| 3Y | +269.4% | +37.5% | +231.9% | +225.2% |
| All | +269.4% | +35.9% | +233.5% | +225.2% |
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 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