+10.5%
ZBRA vs ALLE
-11.2%
+21.6%
-38.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ALLE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -2.8% | +0.6% | -0.9% |
| 7D | -1.8% | -2.2% | +0.4% | -0.8% |
| 30D | -8.8% | -8.3% | -0.5% | -5.1% |
| 3M | +47.2% | +16.3% | +31.0% | +38.9% |
| 6M | +61.3% | +1.8% | +59.5% | +61.5% |
| YTD | +42.0% | -3.9% | +46.0% | +41.0% |
| 1Y | +10.5% | -10.0% | +20.5% | +16.5% |
| All | +10.5% | -11.2% | +21.6% | +16.5% |
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