+126.4%
DAL vs ZBRA
+411.1%
-284.7%
-69.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ZBRA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -2.8% | +1.3% | -0.3% |
| 7D | +3.4% | +2.6% | +0.8% | +2.2% |
| 30D | -13.6% | -6.4% | -7.2% | -11.1% |
| 3M | +1.2% | +51.3% | -50.1% | -17.5% |
| 6M | +34.5% | +60.5% | -26.0% | +5.6% |
| YTD | +14.7% | +45.2% | -30.5% | -6.4% |
| 1Y | +29.2% | +12.3% | +16.9% | +17.7% |
| 3Y | +100.0% | +37.5% | +62.5% | +63.2% |
| 5Y | +106.3% | -39.2% | +145.5% | +125.4% |
| 10Y | +126.4% | +417.0% | -290.6% | +20.1% |
| All | +126.4% | +411.1% | -284.7% | +20.1% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling