+105.8%
DAL vs ZBRA
-38.9%
+144.7%
-47.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ZBRA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | +1.5% | +0.3% | +1.2% |
| 7D | +0.1% | +1.8% | -1.6% | -0.6% |
| 30D | -13.9% | -1.7% | -12.2% | -13.3% |
| 3M | +1.1% | +47.8% | -46.7% | -17.4% |
| 6M | +26.2% | +56.7% | -30.5% | -0.6% |
| YTD | +16.4% | +49.4% | -33.0% | -7.0% |
| 1Y | +33.9% | +16.5% | +17.3% | +19.8% |
| 3Y | +93.4% | +31.5% | +61.9% | +59.0% |
| All | +105.8% | -38.9% | +144.7% | +109.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling