-39.0%
TROW vs ZBRA
-40.4%
+1.4%
-57.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ZBRA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +1.8% | -3.0% | -1.9% |
| 7D | -3.2% | -3.4% | +0.2% | -1.9% |
| 30D | -4.6% | -7.4% | +2.8% | -1.8% |
| 3M | -0.7% | +57.5% | -58.2% | -19.5% |
| 6M | +22.2% | +64.0% | -41.8% | -4.2% |
| YTD | +6.6% | +44.3% | -37.7% | -12.4% |
| 1Y | +5.8% | +10.9% | -5.0% | -2.7% |
| 3Y | +11.6% | +37.5% | -25.9% | -12.8% |
| All | -39.0% | -40.4% | +1.4% | -28.1% |
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