+22.1%
ALNY vs ZBRA
+35.9%
-13.8%
-58.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ZBRA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +1.8% | -1.4% | +0.2% |
| 7D | -6.5% | -3.4% | -3.1% | -6.1% |
| 30D | +11.0% | -7.4% | +18.4% | +12.2% |
| 3M | -14.1% | +57.5% | -71.6% | -20.8% |
| 6M | -22.4% | +64.0% | -86.4% | -29.4% |
| YTD | -37.5% | +44.3% | -81.8% | -42.3% |
| 1Y | -46.9% | +10.9% | -57.8% | -48.4% |
| 3Y | +22.1% | +37.5% | -15.5% | +1.8% |
| All | +22.1% | +35.9% | -13.8% | +1.8% |
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