+4,770.1%
DELL vs ZBRA
+401.5%
+4,368.6%
-59.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ZBRA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | -2.8% | +4.7% | +3.0% |
| 7D | +25.6% | +2.6% | +23.0% | +24.5% |
| 30D | +17.7% | -6.4% | +24.0% | +20.9% |
| 3M | +33.4% | +51.3% | -17.8% | +11.7% |
| 6M | +266.2% | +60.5% | +205.7% | +197.2% |
| YTD | +328.0% | +45.2% | +282.8% | +256.9% |
| 1Y | +339.6% | +12.3% | +327.2% | +304.8% |
| 3Y | +694.6% | +37.5% | +657.1% | +569.0% |
| 5Y | +1,122.0% | -39.2% | +1,161.2% | +1,234.7% |
| 10Y | +4,062.5% | +417.0% | +3,645.5% | +2,280.3% |
| All | +4,770.1% | +401.5% | +4,368.6% | +2,663.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling