+420.5%
DAL vs ZBRA
+719.2%
-298.8%
-81.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ZBRA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -1.6% | +2.1% | +1.2% |
| 7D | +10.7% | -2.5% | +13.2% | +12.1% |
| 30D | +12.5% | -17.0% | +29.5% | +22.5% |
| 3M | +3.6% | -15.0% | +18.6% | +11.4% |
| 6M | +26.7% | +42.2% | -15.5% | +3.1% |
| YTD | +34.3% | +32.4% | +1.9% | +12.0% |
| 1Y | +59.1% | +23.3% | +35.8% | +37.4% |
| 3Y | +179.9% | +55.9% | +124.0% | +110.8% |
| 5Y | +119.1% | -44.8% | +163.9% | +155.4% |
| 10Y | +125.6% | +371.4% | -245.7% | -18.3% |
| All | +420.5% | +719.2% | -298.8% | -9.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling