+7,540.2%
DRI vs ZBRA
+3,140.0%
+4,400.2%
-72.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ZBRA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +1.9% | -1.6% | 0.0% |
| 7D | +1.1% | +0.6% | +0.4% | +0.9% |
| 30D | +9.7% | -14.0% | +23.7% | +13.1% |
| 3M | +3.2% | -14.7% | +17.8% | +6.4% |
| 6M | +20.6% | +31.3% | -10.7% | +11.8% |
| YTD | +28.3% | +33.4% | -5.2% | +17.6% |
| 1Y | +34.5% | +34.1% | +0.4% | +23.2% |
| 3Y | +66.5% | +59.9% | +6.6% | +42.6% |
| 5Y | +79.6% | -45.3% | +124.9% | +89.2% |
| 10Y | +333.8% | +384.4% | -50.7% | +191.1% |
| All | +7,540.2% | +3,140.0% | +4,400.2% | +3,229.3% |
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