+149.2%
TT vs ZBRA
-39.1%
+188.2%
-39.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ZBRA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -2.8% | +2.4% | +0.3% |
| 7D | +1.6% | +2.6% | -1.0% | +0.9% |
| 30D | -7.3% | -6.4% | -0.9% | -5.7% |
| 3M | -2.6% | +51.3% | -53.9% | -14.4% |
| 6M | +5.9% | +60.5% | -54.6% | -9.1% |
| YTD | +15.4% | +45.2% | -29.8% | +1.2% |
| 1Y | +8.2% | +12.3% | -4.1% | +2.0% |
| 3Y | +122.7% | +37.5% | +85.1% | +91.3% |
| All | +149.2% | -39.1% | +188.2% | +182.3% |
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