+13.4%
DBX vs ZBRA
+12.4%
+1.0%
-31.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ZBRA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -0.2% | +1.6% | +1.4% |
| 7D | -1.8% | -3.8% | +2.0% | -1.3% |
| 30D | +2.8% | -10.2% | +13.0% | +4.5% |
| 3M | +26.8% | +58.7% | -31.9% | +19.3% |
| 6M | +32.8% | +61.9% | -29.1% | +24.6% |
| YTD | +26.1% | +41.7% | -15.6% | +20.4% |
| All | +13.4% | +12.4% | +1.0% | +11.2% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling