+433.2%
ZBRA vs ALLE
+153.0%
+280.2%
-67.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ALLE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | -0.7% | -2.1% | -2.4% |
| 7D | +2.6% | +2.8% | -0.2% | +0.7% |
| 30D | -6.4% | -7.6% | +1.3% | -1.3% |
| 3M | +51.3% | +22.8% | +28.5% | +30.8% |
| 6M | +60.5% | +4.6% | +55.9% | +53.8% |
| YTD | +45.2% | -1.2% | +46.4% | +43.7% |
| 1Y | +12.3% | -9.1% | +21.5% | +18.0% |
| 3Y | +37.5% | +50.0% | -12.5% | +0.9% |
| 5Y | -39.2% | +15.2% | -54.4% | -47.5% |
| All | +433.2% | +153.0% | +280.2% | +175.8% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling