-5.3%
CDW vs ZBRA
+14.4%
-19.7%
-40.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ZBRA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.8% | +1.8% | +6.0% | +7.4% |
| 7D | +0.9% | -3.4% | +4.3% | +1.9% |
| 30D | +13.1% | -7.4% | +20.5% | +15.3% |
| 3M | +19.7% | +57.5% | -37.8% | +3.9% |
| 6M | +30.7% | +64.0% | -33.3% | +11.8% |
| YTD | +14.7% | +44.3% | -29.6% | +0.7% |
| 1Y | -5.3% | +10.9% | -16.2% | -10.7% |
| All | -5.3% | +14.4% | -19.7% | -10.7% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling