+29.2%
DAL vs ZBRA
+12.3%
+16.9%
-22.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ZBRA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -2.8% | +1.3% | -0.7% |
| 7D | +3.4% | +2.6% | +0.8% | +2.6% |
| 30D | -13.6% | -6.4% | -7.2% | -11.9% |
| 3M | +1.2% | +51.3% | -50.1% | -13.4% |
| 6M | +34.5% | +60.5% | -26.0% | +10.9% |
| YTD | +14.7% | +45.2% | -30.5% | -2.5% |
| 1Y | +29.2% | +12.3% | +16.9% | +15.8% |
| All | +29.2% | +12.3% | +16.9% | +15.8% |
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