+7.4%
DASH vs ZBRA
-38.9%
+46.3%
-82.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ZBRA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.6% | +1.5% | -6.1% | -5.4% |
| 7D | -10.6% | +1.8% | -12.3% | -11.4% |
| 30D | +2.2% | -1.7% | +3.8% | +2.8% |
| 3M | +32.3% | +47.8% | -15.5% | +3.8% |
| 6M | +19.1% | +56.7% | -37.6% | -10.6% |
| YTD | -6.5% | +49.4% | -55.9% | -29.3% |
| 1Y | -14.9% | +16.5% | -31.4% | -26.1% |
| 3Y | +151.9% | +31.5% | +120.5% | +81.9% |
| All | +7.4% | -38.9% | +46.3% | +40.3% |
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