-5.2%
DASH vs ZBRA
-14.8%
+9.6%
-82.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ZBRA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +0.1% | -0.3% | -0.2% |
| 7D | +0.4% | -10.9% | +11.2% | +6.6% |
| 30D | -6.0% | -16.6% | +10.5% | +3.1% |
| 3M | -15.8% | -11.6% | -4.2% | -10.6% |
| 6M | +7.0% | +40.2% | -33.2% | -15.2% |
| YTD | -20.7% | +32.6% | -53.3% | -36.6% |
| 1Y | -8.5% | +24.7% | -33.2% | -24.4% |
| 3Y | +101.8% | +56.3% | +45.5% | +23.4% |
| 5Y | -9.6% | -47.0% | +37.4% | +24.1% |
| All | -5.2% | -14.8% | +9.6% | +16.1% |
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