+4,115.8%
WAB vs ZBRA
+2,995.5%
+1,120.3%
-71.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ZBRA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -2.8% | +3.4% | +1.3% |
| 7D | +1.7% | +2.6% | -0.9% | +1.0% |
| 30D | -2.4% | -6.4% | +3.9% | -0.8% |
| 3M | +9.7% | +51.3% | -41.6% | -2.9% |
| 6M | +16.5% | +60.5% | -44.0% | +1.1% |
| YTD | +33.7% | +45.2% | -11.5% | +18.5% |
| 1Y | +49.7% | +12.3% | +37.3% | +41.2% |
| 3Y | +170.9% | +37.5% | +133.4% | +136.4% |
| 5Y | +228.0% | -39.2% | +267.2% | +242.7% |
| 10Y | +284.8% | +417.0% | -132.2% | +133.8% |
| All | +4,115.8% | +2,995.5% | +1,120.3% | +1,775.0% |
Cumulative growth
Daily Returns
Daily percentage return beside ZBRA.
Daily Out/Under-Performance
Portfolio return minus ZBRA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ZBRA 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 ZBRA 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