+5,548.9%
TRV vs ZBRA
+8,767.1%
-3,218.2%
-55.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ZBRA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -2.2% | +2.5% | +0.6% |
| 7D | +0.2% | -1.8% | +2.0% | +0.4% |
| 30D | -2.3% | -8.8% | +6.5% | -1.1% |
| 3M | +22.7% | +47.2% | -24.5% | +15.2% |
| 6M | +21.9% | +61.3% | -39.4% | +12.5% |
| YTD | +27.5% | +42.0% | -14.5% | +19.4% |
| 1Y | +36.2% | +10.5% | +25.8% | +32.0% |
| 3Y | +140.6% | +34.5% | +106.1% | +121.5% |
| 5Y | +154.5% | -40.3% | +194.8% | +158.4% |
| 10Y | +295.4% | +421.5% | -126.1% | +183.6% |
| All | +5,548.9% | +8,767.1% | -3,218.2% | +2,837.9% |
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 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