+16.5%
ZBRA vs ALLE
-5.8%
+22.4%
-38.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ALLE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +1.0% | +0.5% | +1.0% |
| 7D | +1.8% | -0.2% | +2.0% | +1.9% |
| 30D | -1.7% | -6.8% | +5.1% | +1.5% |
| 3M | +47.8% | +21.0% | +26.7% | +36.9% |
| 6M | +56.7% | +1.1% | +55.6% | +57.9% |
| YTD | +49.4% | -0.5% | +49.9% | +46.1% |
| 1Y | +16.5% | -7.3% | +23.8% | +21.4% |
| All | +16.5% | -5.8% | +22.4% | +21.4% |
Cumulative growth
Daily Returns
Daily percentage return beside ALLE.
Daily Out/Under-Performance
Portfolio return minus ALLE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ALLE 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 ALLE 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