+121.4%
DAL vs ZBRA
+381.8%
-260.4%
-69.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ZBRA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +1.9% | -2.8% | -1.8% |
| 7D | +2.3% | -1.5% | +3.8% | +3.0% |
| 30D | +14.3% | -15.6% | +29.9% | +22.7% |
| 3M | +1.3% | -14.5% | +15.8% | +8.0% |
| 6M | +29.3% | +50.9% | -21.6% | +3.9% |
| YTD | +33.0% | +34.8% | -1.9% | +11.6% |
| 1Y | +59.8% | +28.3% | +31.5% | +37.2% |
| 3Y | +177.2% | +58.8% | +118.4% | +113.2% |
| 5Y | +118.4% | -44.0% | +162.4% | +147.3% |
| 10Y | +121.4% | +389.6% | -268.2% | +23.7% |
| All | +121.4% | +381.8% | -260.4% | +23.7% |
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 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