-39.0%
ZBRA vs ALHC
-25.1%
-13.9%
-67.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ALHC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | -0.6% | -2.2% | -2.8% |
| 7D | +2.6% | -1.0% | +3.5% | +2.7% |
| 30D | -6.4% | -6.3% | 0.0% | -5.8% |
| 3M | +51.3% | -12.3% | +63.6% | +50.7% |
| 6M | +60.5% | -27.0% | +87.5% | +62.5% |
| YTD | +45.2% | -31.8% | +77.0% | +47.8% |
| 1Y | +12.3% | -17.0% | +29.4% | +11.4% |
| 3Y | +37.5% | +159.8% | -122.3% | +7.1% |
| All | -39.0% | -25.1% | -13.9% | -47.3% |
Cumulative growth
Daily Returns
Daily percentage return beside ALHC.
Daily Out/Under-Performance
Portfolio return minus ALHC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ALHC 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 5y: compounded portfolio wealth divided by compounded ALHC 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…
5y analysis · Full analysis span regression · 6 months rolling