+423.9%
ZBRA vs TRMB
+121.9%
+302.0%
-67.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TRMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | +1.4% | +0.4% | +0.9% |
| 7D | -3.4% | -3.0% | -0.4% | -1.4% |
| 30D | -7.4% | +2.3% | -9.7% | -9.1% |
| 3M | +57.5% | +15.3% | +42.2% | +43.0% |
| 6M | +64.0% | -14.7% | +78.7% | +80.1% |
| YTD | +44.3% | -26.4% | +70.7% | +74.6% |
| 1Y | +10.9% | -30.4% | +41.3% | +39.4% |
| 3Y | +37.5% | +13.5% | +24.0% | +26.4% |
| 5Y | -39.7% | -38.6% | -1.1% | -21.4% |
| All | +423.9% | +121.9% | +302.0% | +244.4% |
Cumulative growth
Daily Returns
Daily percentage return beside TRMB.
Daily Out/Under-Performance
Portfolio return minus TRMB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TRMB 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 10y: compounded portfolio wealth divided by compounded TRMB 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…
10y analysis · Full analysis span regression · 6 months rolling