-45.2%
ZBRA vs ALLY
-6.7%
-38.5%
-67.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ALLY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +0.9% | +0.5% | +0.9% |
| 7D | -9.5% | -0.2% | -9.3% | -9.4% |
| 30D | -15.6% | +3.4% | -19.1% | -17.2% |
| 3M | -13.2% | -11.1% | -2.2% | -7.5% |
| 6M | +44.5% | -11.5% | +56.0% | +54.3% |
| YTD | +34.5% | -12.3% | +46.9% | +43.8% |
| 1Y | +25.9% | +1.1% | +24.8% | +24.3% |
| 3Y | +61.3% | +64.8% | -3.5% | +20.0% |
| 5Y | -45.2% | -6.9% | -38.3% | -47.2% |
| All | -45.2% | -6.7% | -38.5% | -47.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling