+23,455.1%
TXN vs ZBRA
+8,746.0%
+14,709.2%
-85.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ZBRA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -0.2% | -0.8% | -1.0% |
| 7D | +2.0% | -3.8% | +5.7% | +3.2% |
| 30D | -8.0% | -10.2% | +2.2% | -4.7% |
| 3M | -7.8% | +58.7% | -66.4% | -21.8% |
| 6M | +32.4% | +61.9% | -29.5% | +10.9% |
| YTD | +51.7% | +41.7% | +10.0% | +31.6% |
| 1Y | +44.3% | +12.4% | +31.9% | +34.5% |
| 3Y | +71.3% | +34.2% | +37.1% | +47.4% |
| 5Y | +56.4% | -40.8% | +97.2% | +69.9% |
| 10Y | +410.2% | +420.3% | -10.1% | +172.4% |
| All | +23,455.1% | +8,746.0% | +14,709.2% | +5,450.8% |
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