+6.0%
DT vs ZBRA
+33.4%
-27.4%
-48.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ZBRA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -0.2% | +1.9% | +1.7% |
| 7D | -2.5% | -3.8% | +1.2% | -1.6% |
| 30D | +3.5% | -10.2% | +13.7% | +6.3% |
| 3M | +26.7% | +58.7% | -32.0% | +10.8% |
| 6M | +36.1% | +61.9% | -25.8% | +17.3% |
| YTD | +18.6% | +41.7% | -23.0% | +5.9% |
| 1Y | +7.9% | +12.4% | -4.5% | +3.0% |
| All | +6.0% | +33.4% | -27.4% | -8.4% |
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 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