+645.9%
TRGP vs ZBRA
-40.9%
+686.8%
-31.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ZBRA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.2% | +0.4% | +0.2% |
| 7D | -0.6% | -3.8% | +3.2% | +0.3% |
| 30D | +10.0% | -10.2% | +20.2% | +12.6% |
| 3M | +7.6% | +58.7% | -51.1% | -6.0% |
| 6M | +26.8% | +61.9% | -35.1% | +9.2% |
| YTD | +60.6% | +41.7% | +18.9% | +42.3% |
| 1Y | +82.5% | +12.4% | +70.1% | +72.7% |
| 3Y | +265.0% | +34.2% | +230.8% | +215.8% |
| 5Y | +645.9% | -40.8% | +686.6% | +708.4% |
| All | +645.9% | -40.9% | +686.8% | +708.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling