+24.3%
ZBRA vs TMF
-29.9%
+54.2%
-27.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TMF | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | -4.4% | +1.5% | -1.9% |
| 7D | -1.2% | -8.2% | +7.0% | +0.8% |
| 30D | -17.8% | +5.3% | -23.1% | -18.9% |
| 3M | -16.0% | -8.5% | -7.5% | -14.1% |
| 6M | +31.4% | -17.2% | +48.6% | +37.4% |
| YTD | +30.9% | -23.4% | +54.3% | +37.8% |
| 1Y | +24.3% | -30.2% | +54.6% | +37.9% |
| All | +24.3% | -29.9% | +54.2% | +37.9% |
Cumulative growth
Daily Returns
Daily percentage return beside TMF.
Daily Out/Under-Performance
Portfolio return minus TMF return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TMF 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 1y: compounded portfolio wealth divided by compounded TMF 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…
1y analysis · Full analysis span regression · 6 months rolling