+66.5%
DRI vs ZBRA
+58.5%
+8.0%
-23.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ZBRA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +1.9% | -1.6% | +0.1% |
| 7D | +1.1% | +0.6% | +0.4% | +1.0% |
| 30D | +9.7% | -14.0% | +23.7% | +12.1% |
| 3M | +3.2% | -14.7% | +17.8% | +5.5% |
| 6M | +20.6% | +31.3% | -10.7% | +13.6% |
| YTD | +28.3% | +33.4% | -5.2% | +19.6% |
| 1Y | +34.5% | +34.1% | +0.4% | +25.2% |
| 3Y | +66.5% | +59.9% | +6.6% | +46.2% |
| All | +66.5% | +58.5% | +8.0% | +46.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling