+37.1%
WAT vs ZBRA
+10.3%
+26.8%
-31.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ZBRA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -0.2% | -0.5% | -0.7% |
| 7D | -2.9% | -3.8% | +0.9% | -2.2% |
| 30D | -3.2% | -10.2% | +7.0% | -1.2% |
| 3M | +10.6% | +58.7% | -48.1% | +0.5% |
| 6M | +34.0% | +61.9% | -27.9% | +20.5% |
| YTD | +5.7% | +41.7% | -35.9% | -4.1% |
| 1Y | +37.1% | +12.4% | +24.7% | +30.5% |
| All | +37.1% | +10.3% | +26.8% | +30.5% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling