-44.0%
ZBRA vs ALHC
-65.3%
+21.2%
-67.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ALHC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | +0.3% | +1.6% | +1.9% |
| 7D | -1.5% | -5.5% | +4.0% | -1.0% |
| 30D | -15.6% | -4.9% | -10.7% | -15.3% |
| 3M | -14.5% | -41.7% | +27.2% | -10.6% |
| 6M | +50.9% | -55.2% | +106.1% | +59.3% |
| YTD | +34.8% | -61.1% | +95.9% | +44.0% |
| 1Y | +28.3% | -53.3% | +81.7% | +33.8% |
| 3Y | +58.8% | +28.2% | +30.6% | +33.4% |
| 5Y | -44.0% | -65.8% | +21.8% | -45.8% |
| All | -44.0% | -65.3% | +21.2% | -45.8% |
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