+154.4%
TRV vs ZBRA
-41.5%
+195.8%
-18.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ZBRA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -0.2% | +0.8% | +0.6% |
| 7D | -1.5% | -3.8% | +2.3% | -1.2% |
| 30D | -1.8% | -10.2% | +8.4% | -0.9% |
| 3M | +21.6% | +58.7% | -37.1% | +16.3% |
| 6M | +22.5% | +61.9% | -39.5% | +16.6% |
| YTD | +28.1% | +41.7% | -13.5% | +23.3% |
| 1Y | +37.0% | +12.4% | +24.7% | +34.6% |
| 3Y | +141.9% | +34.2% | +107.7% | +130.6% |
| All | +154.4% | -41.5% | +195.8% | +170.9% |
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