+636.7%
DELL vs ZBRA
+33.4%
+603.2%
-59.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ZBRA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.3% | -0.2% | -5.1% | -5.2% |
| 7D | -1.9% | -3.8% | +1.9% | -0.3% |
| 30D | +14.9% | -10.2% | +25.1% | +20.5% |
| 3M | +37.2% | +58.7% | -21.5% | +10.2% |
| 6M | +254.0% | +61.9% | +192.1% | +178.8% |
| YTD | +306.1% | +41.7% | +264.5% | +234.7% |
| 1Y | +312.3% | +12.4% | +299.9% | +280.8% |
| All | +636.7% | +33.4% | +603.2% | +578.4% |
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