+34.3%
TRV vs ZBRA
+18.2%
+16.1%
-8.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ZBRA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | +1.5% | -2.8% | -1.4% |
| 7D | -0.1% | +1.8% | -1.9% | -0.2% |
| 30D | -3.4% | -1.7% | -1.7% | -3.4% |
| 3M | +26.4% | +47.8% | -21.4% | +23.9% |
| 6M | +19.3% | +56.7% | -37.4% | +16.5% |
| YTD | +28.3% | +49.4% | -21.1% | +25.3% |
| 1Y | +34.3% | +16.5% | +17.7% | +35.2% |
| All | +34.3% | +18.2% | +16.1% | +35.2% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling