+5.8%
DASH vs ZBRA
-6.7%
+12.5%
-82.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ZBRA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.3% | -2.8% | -2.5% | -3.9% |
| 7D | -11.2% | +2.6% | -13.7% | -12.4% |
| 30D | -7.3% | -6.4% | -1.0% | -4.2% |
| 3M | +31.4% | +51.3% | -19.8% | +1.4% |
| 6M | +11.9% | +60.5% | -48.6% | -17.6% |
| YTD | -11.5% | +45.2% | -56.7% | -32.3% |
| 1Y | -20.0% | +12.3% | -32.4% | -29.3% |
| 3Y | +143.9% | +37.5% | +106.4% | +68.7% |
| 5Y | -0.2% | -39.2% | +39.0% | +26.8% |
| All | +5.8% | -6.7% | +12.5% | +24.0% |
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