+2,207.9%
TRGP vs ZBRA
+809.8%
+1,398.1%
-95.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ZBRA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -2.8% | +4.3% | +2.4% |
| 7D | -0.6% | +2.6% | -3.2% | -1.5% |
| 30D | +14.6% | -6.4% | +20.9% | +17.0% |
| 3M | +11.9% | +51.3% | -39.3% | -6.2% |
| 6M | +25.3% | +60.5% | -35.2% | +1.8% |
| YTD | +61.9% | +45.2% | +16.7% | +34.8% |
| 1Y | +87.3% | +12.3% | +74.9% | +70.6% |
| 3Y | +268.0% | +37.5% | +230.5% | +196.1% |
| 5Y | +638.2% | -39.2% | +677.4% | +682.9% |
| 10Y | +821.9% | +417.0% | +404.9% | +310.8% |
| All | +2,207.9% | +809.8% | +1,398.1% | +594.8% |
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