+1,145.9%
DELL vs ZBRA
-40.4%
+1,186.3%
-59.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ZBRA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +12.0% | +1.8% | +10.1% | +11.2% |
| 7D | +8.2% | -3.4% | +11.6% | +9.8% |
| 30D | +17.1% | -7.4% | +24.5% | +21.2% |
| 3M | +45.2% | +57.5% | -12.4% | +18.6% |
| 6M | +286.8% | +64.0% | +222.8% | +208.1% |
| YTD | +354.8% | +44.3% | +310.5% | +277.1% |
| 1Y | +358.3% | +10.9% | +347.4% | +325.2% |
| 3Y | +724.9% | +37.5% | +687.4% | +596.3% |
| All | +1,145.9% | -40.4% | +1,186.3% | +1,259.0% |
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