+37.3%
ZBRA vs ALLE
+50.9%
-13.6%
-52.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ALLE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +1.0% | +0.5% | +0.8% |
| 7D | +1.8% | -0.2% | +2.0% | +1.9% |
| 30D | -1.7% | -6.8% | +5.1% | +2.7% |
| 3M | +47.8% | +21.0% | +26.7% | +30.4% |
| 6M | +56.7% | +1.1% | +55.6% | +55.5% |
| YTD | +49.4% | -0.5% | +49.9% | +48.1% |
| 1Y | +16.5% | -7.3% | +23.8% | +21.9% |
| All | +37.3% | +50.9% | -13.6% | -6.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling