+16.5%
ZBRA vs TRU
-7.3%
+23.8%
-38.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TRU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -5.9% | +7.4% | +3.8% |
| 7D | +1.8% | -6.8% | +8.5% | +4.4% |
| 30D | -1.7% | 0.0% | -1.7% | -2.1% |
| 3M | +47.8% | +13.3% | +34.5% | +40.0% |
| 6M | +56.7% | +3.4% | +53.3% | +53.1% |
| YTD | +49.4% | -6.4% | +55.8% | +50.8% |
| 1Y | +16.5% | -9.7% | +26.2% | +14.2% |
| All | +16.5% | -7.3% | +23.8% | +14.2% |
Cumulative growth
Daily Returns
Daily percentage return beside TRU.
Daily Out/Under-Performance
Portfolio return minus TRU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TRU 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 TRU 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