+207.3%
ZBRA vs TRU
+228.6%
-21.2%
-67.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TRU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | -2.8% | 0.0% | -1.3% |
| 7D | +2.6% | -7.2% | +9.8% | +6.5% |
| 30D | -6.4% | -2.8% | -3.5% | -5.4% |
| 3M | +51.3% | +13.0% | +38.3% | +40.4% |
| 6M | +60.5% | +0.7% | +59.8% | +57.2% |
| YTD | +45.2% | -9.0% | +54.2% | +48.6% |
| 1Y | +12.3% | -16.3% | +28.7% | +19.7% |
| 3Y | +37.5% | -1.1% | +38.6% | +26.8% |
| 5Y | -39.2% | -36.0% | -3.2% | -30.2% |
| 10Y | +417.0% | +139.9% | +277.1% | +200.0% |
| All | +207.3% | +228.6% | -21.2% | +57.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling