+302.0%
TRV vs ZBRA
+435.2%
-133.2%
-46.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ZBRA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | +1.8% | +0.2% | +1.8% |
| 7D | +1.9% | -3.4% | +5.3% | +2.5% |
| 30D | +1.7% | -7.4% | +9.1% | +2.9% |
| 3M | +23.9% | +57.5% | -33.6% | +14.3% |
| 6M | +26.3% | +64.0% | -37.7% | +15.1% |
| YTD | +30.8% | +44.3% | -13.5% | +21.3% |
| 1Y | +36.3% | +10.9% | +25.5% | +31.8% |
| 3Y | +145.0% | +37.5% | +107.5% | +121.4% |
| 5Y | +163.9% | -39.7% | +203.5% | +176.7% |
| All | +302.0% | +435.2% | -133.2% | +184.5% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling