+8,539.3%
ZBRA vs DTE
+2,605.7%
+5,933.5%
-73.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DTE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | -1.3% | +3.2% | +2.3% |
| 7D | -3.4% | -2.6% | -0.8% | -2.5% |
| 30D | -7.4% | -4.4% | -3.0% | -5.9% |
| 3M | +57.5% | -8.3% | +65.8% | +62.3% |
| 6M | +64.0% | -8.1% | +72.1% | +68.3% |
| YTD | +44.3% | +4.4% | +39.9% | +40.8% |
| 1Y | +10.9% | +0.2% | +10.7% | +9.9% |
| 3Y | +37.5% | +42.6% | -5.1% | +17.9% |
| 5Y | -39.7% | +31.5% | -71.1% | -46.8% |
| 10Y | +429.9% | +138.2% | +291.7% | +266.4% |
| All | +8,539.3% | +2,605.7% | +5,933.5% | +2,275.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling