+10,029.9%
DLTR vs ZBRA
+4,010.6%
+6,019.3%
-67.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ZBRA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.6% | -2.2% | -2.4% | -4.1% |
| 7D | -10.2% | -1.8% | -8.5% | -9.9% |
| 30D | -8.5% | -8.8% | +0.3% | -6.8% |
| 3M | +5.6% | +47.2% | -41.7% | -3.7% |
| 6M | +2.2% | +61.3% | -59.1% | -9.0% |
| YTD | -3.8% | +42.0% | -45.8% | -12.3% |
| 1Y | +22.9% | +10.5% | +12.5% | +17.9% |
| 3Y | +2.0% | +34.5% | -32.5% | -8.1% |
| 5Y | +29.8% | -40.3% | +70.1% | +34.3% |
| 10Y | +45.0% | +421.5% | -376.5% | -7.0% |
| All | +10,029.9% | +4,010.6% | +6,019.3% | +3,695.4% |
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