+293.4%
WBD vs ZBRA
+702.7%
-409.3%
-91.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ZBRA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -2.2% | +1.4% | +0.1% |
| 7D | -1.7% | -1.8% | +0.1% | -1.1% |
| 30D | +3.9% | -8.8% | +12.7% | +7.4% |
| 3M | +5.1% | +47.2% | -42.2% | -11.7% |
| 6M | +0.6% | +61.3% | -60.7% | -19.4% |
| YTD | -3.2% | +42.0% | -45.2% | -19.3% |
| 1Y | +127.7% | +10.5% | +117.2% | +108.4% |
| 3Y | +146.6% | +34.5% | +112.0% | +104.4% |
| 5Y | +4.2% | -40.3% | +44.5% | +12.9% |
| 10Y | +13.7% | +421.5% | -407.8% | -50.2% |
| All | +293.4% | +702.7% | -409.3% | -6.5% |
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 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