+421.5%
ZBRA vs ALLE
+146.0%
+275.6%
-67.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-09 to 2026-09-09.
| Period | Portfolio | ALLE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -2.8% | +0.6% | -0.3% |
| 7D | -1.8% | -2.2% | +0.4% | -0.3% |
| 30D | -8.8% | -8.3% | -0.5% | -3.3% |
| 3M | +47.2% | +16.3% | +31.0% | +32.2% |
| 6M | +61.3% | +1.8% | +59.5% | +57.4% |
| YTD | +42.0% | -3.9% | +46.0% | +43.3% |
| 1Y | +10.5% | -10.0% | +20.5% | +16.7% |
| 3Y | +34.5% | +45.8% | -11.3% | +0.6% |
| 5Y | -40.3% | +13.3% | -53.6% | -47.8% |
| 10Y | +421.5% | +155.3% | +266.2% | +174.9% |
| All | +421.5% | +146.0% | +275.6% | +174.9% |
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 2016-09-09 to 2026-09-09: 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…
2016-09-09 to 2026-09-09 analysis · Full analysis span regression · 6 months rolling