-39.2%
ZBRA vs ALLY
-0.2%
-39.0%
-67.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ALLY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | -3.3% | +0.5% | -1.0% |
| 7D | +2.6% | +1.0% | +1.5% | +2.0% |
| 30D | -6.4% | -3.3% | -3.1% | -4.6% |
| 3M | +51.3% | +0.5% | +50.8% | +51.2% |
| 6M | +60.5% | +12.6% | +47.9% | +49.8% |
| YTD | +45.2% | -4.7% | +49.9% | +48.3% |
| 1Y | +12.3% | +5.2% | +7.1% | +8.7% |
| 3Y | +37.5% | +66.5% | -29.0% | +2.3% |
| 5Y | -39.2% | +0.2% | -39.4% | -46.5% |
| All | -39.2% | -0.2% | -39.0% | -46.5% |
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