+505.0%
TRI vs ZBRA
+1,309.9%
-804.8%
-62.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ZBRA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -0.2% | -1.1% | -1.3% |
| 7D | -14.4% | -3.8% | -10.6% | -13.6% |
| 30D | -8.1% | -10.2% | +2.1% | -5.8% |
| 3M | +17.5% | +58.7% | -41.1% | +4.6% |
| 6M | -5.0% | +61.9% | -66.9% | -16.4% |
| YTD | -24.7% | +41.7% | -66.4% | -31.8% |
| 1Y | -41.5% | +12.4% | -53.8% | -44.4% |
| 3Y | -20.3% | +34.2% | -54.5% | -30.4% |
| 5Y | -10.9% | -40.8% | +29.8% | -7.4% |
| 10Y | +190.6% | +420.3% | -229.7% | +57.3% |
| All | +505.0% | +1,309.9% | -804.8% | +90.6% |
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