+27.7%
ZBRA vs DTE
+5.6%
+22.1%
-27.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DTE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +2.4% | -1.5% | +1.0% |
| 7D | -13.6% | +4.2% | -17.8% | -13.3% |
| 30D | -11.5% | +10.0% | -21.5% | -11.0% |
| 3M | -9.9% | -2.1% | -7.8% | -10.0% |
| 6M | +48.6% | -4.7% | +53.2% | +48.3% |
| YTD | +36.9% | +9.3% | +27.6% | +32.3% |
| 1Y | +27.7% | +6.6% | +21.1% | +25.0% |
| All | +27.7% | +5.6% | +22.1% | +25.0% |
Cumulative growth
Daily Returns
Daily percentage return beside DTE.
Daily Out/Under-Performance
Portfolio return minus DTE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DTE 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 DTE 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