+23.7%
DBX vs ZBRA
+33.8%
-10.1%
-37.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ZBRA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.3% | -2.2% | +4.5% | +2.8% |
| 7D | +0.3% | -1.8% | +2.0% | +0.6% |
| 30D | 0.0% | -8.8% | +8.8% | +1.9% |
| 3M | +26.1% | +47.2% | -21.1% | +15.3% |
| 6M | +29.4% | +61.3% | -31.9% | +15.3% |
| YTD | +24.4% | +42.0% | -17.6% | +13.8% |
| 1Y | +10.9% | +10.5% | +0.4% | +7.3% |
| All | +23.7% | +33.8% | -10.1% | +11.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling