+385.0%
ZBRA vs ALLE
+211.7%
+173.3%
-67.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ALLE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | +1.0% | +0.9% | +1.3% |
| 7D | +0.6% | +3.6% | -2.9% | -1.7% |
| 30D | -14.0% | +25.9% | -39.9% | -26.8% |
| 3M | -14.7% | +15.8% | -30.4% | -23.3% |
| 6M | +31.3% | +48.1% | -16.8% | -0.9% |
| YTD | +33.4% | +22.0% | +11.5% | +13.7% |
| 1Y | +34.1% | +18.0% | +16.1% | +16.9% |
| 3Y | +59.9% | +93.1% | -33.2% | -1.9% |
| 5Y | -45.3% | +52.1% | -97.3% | -61.0% |
| All | +385.0% | +211.7% | +173.3% | +132.3% |
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