+56.3%
ZBRA vs ALLE
+88.9%
-32.6%
-52.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ALLE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -0.9% | +1.1% | +0.6% |
| 7D | -10.9% | -0.6% | -10.3% | -10.5% |
| 30D | -16.6% | +25.3% | -41.9% | -27.4% |
| 3M | -11.6% | +10.3% | -21.9% | -16.8% |
| 6M | +40.2% | +38.0% | +2.1% | +14.4% |
| YTD | +32.6% | +17.8% | +14.8% | +18.6% |
| 1Y | +24.7% | +13.6% | +11.1% | +14.5% |
| 3Y | +56.3% | +89.2% | -32.9% | -7.5% |
| All | +56.3% | +88.9% | -32.6% | -7.5% |
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 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