+4.3%
DT vs ZBRA
+18.2%
-13.9%
-36.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ZBRA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | +1.5% | -3.1% | -1.9% |
| 7D | -3.3% | +1.8% | -5.1% | -3.6% |
| 30D | +2.0% | -1.7% | +3.7% | +2.3% |
| 3M | +20.0% | +47.8% | -27.8% | +11.9% |
| 6M | +39.3% | +56.7% | -17.5% | +29.3% |
| YTD | +19.8% | +49.4% | -29.6% | +11.7% |
| 1Y | +4.3% | +16.5% | -12.3% | +4.0% |
| All | +4.3% | +18.2% | -13.9% | +4.0% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling