+509.8%
ZBRA vs ALLY
+98.6%
+411.2%
-67.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ALLY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | +1.6% | +0.3% | +1.2% |
| 7D | -1.5% | -2.8% | +1.3% | -0.2% |
| 30D | -15.6% | +1.9% | -17.5% | -16.3% |
| 3M | -14.5% | -12.1% | -2.4% | -9.5% |
| 6M | +50.9% | -9.0% | +59.9% | +57.3% |
| YTD | +34.8% | -12.9% | +47.8% | +43.0% |
| 1Y | +28.3% | -0.1% | +28.4% | +27.9% |
| 3Y | +58.8% | +64.6% | -5.8% | +26.0% |
| 5Y | -44.0% | -10.1% | -34.0% | -44.9% |
| 10Y | +389.6% | +176.7% | +212.9% | +174.2% |
| All | +509.8% | +98.6% | +411.2% | +288.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling