+44.0%
DLTR vs ZCMD
-99.9%
+143.9%
-38.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ZCMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.6% | -3.0% | +12.7% | +9.6% |
| 7D | +15.6% | -13.3% | +28.9% | +15.3% |
| 30D | +29.9% | -49.6% | +79.5% | +28.4% |
| 3M | +12.5% | -54.6% | +67.1% | +11.2% |
| 6M | +56.3% | -99.8% | +156.1% | +39.3% |
| YTD | +19.5% | -99.9% | +119.4% | +9.0% |
| 1Y | +44.0% | -99.9% | +143.9% | +45.1% |
| All | +44.0% | -99.9% | +143.9% | +45.1% |
Cumulative growth
Daily Returns
Daily percentage return beside ZCMD.
Daily Out/Under-Performance
Portfolio return minus ZCMD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ZCMD 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 1y: compounded portfolio wealth divided by compounded ZCMD 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…
1y analysis · Full analysis span regression · 6 months rolling