+421.5%
ZBRA vs ALLY
+178.1%
+243.5%
-67.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ALLY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -1.1% | -1.1% | -1.7% |
| 7D | -1.8% | -1.9% | +0.2% | -0.9% |
| 30D | -8.8% | -4.5% | -4.3% | -6.9% |
| 3M | +47.2% | -2.8% | +50.1% | +49.4% |
| 6M | +61.3% | +10.3% | +51.0% | +54.0% |
| YTD | +42.0% | -5.7% | +47.7% | +45.4% |
| 1Y | +10.5% | +3.9% | +6.5% | +8.3% |
| 3Y | +34.5% | +64.7% | -30.2% | +7.1% |
| 5Y | -40.3% | -2.6% | -37.7% | -43.7% |
| 10Y | +421.5% | +186.0% | +235.5% | +215.3% |
| All | +421.5% | +178.1% | +243.5% | +215.3% |
Cumulative growth
Daily Returns
Daily percentage return beside ALLY.
Daily Out/Under-Performance
Portfolio return minus ALLY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ALLY 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 ALLY 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