+404.6%
DHI vs ZBRA
+435.2%
-30.7%
-53.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ZBRA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +1.8% | -0.1% | +1.1% |
| 7D | -3.4% | -3.4% | 0.0% | -2.2% |
| 30D | -5.4% | -7.4% | +2.0% | -3.0% |
| 3M | -10.4% | +57.5% | -68.0% | -25.1% |
| 6M | -2.8% | +64.0% | -66.7% | -20.6% |
| YTD | -3.4% | +44.3% | -47.7% | -18.1% |
| 1Y | -22.9% | +10.9% | -33.8% | -28.4% |
| 3Y | +20.7% | +37.5% | -16.8% | -2.1% |
| 5Y | +62.1% | -39.7% | +101.8% | +75.9% |
| All | +404.6% | +435.2% | -30.7% | +183.2% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling