+3,595.7%
DLR vs ZBRA
+583.9%
+3,011.8%
-56.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ZBRA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +1.5% | -1.1% | -0.1% |
| 7D | +1.6% | +1.8% | -0.2% | +1.0% |
| 30D | -3.4% | -1.7% | -1.7% | -2.9% |
| 3M | +0.5% | +47.8% | -47.3% | -12.0% |
| 6M | +4.6% | +56.7% | -52.2% | -10.8% |
| YTD | +23.4% | +49.4% | -26.0% | +6.3% |
| 1Y | +19.0% | +16.5% | +2.5% | +9.9% |
| 3Y | +56.5% | +31.5% | +25.1% | +34.0% |
| 5Y | +33.3% | -38.6% | +71.9% | +39.2% |
| 10Y | +165.1% | +421.0% | -255.8% | +25.8% |
| All | +3,595.7% | +583.9% | +3,011.8% | +800.4% |
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 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