+366.0%
WDC vs ZBRA
+14.4%
+351.5%
-41.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ZBRA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | +1.8% | -4.8% | -3.5% |
| 7D | -4.3% | -3.4% | -0.9% | -3.4% |
| 30D | -1.5% | -7.4% | +5.9% | +0.7% |
| 3M | -15.5% | +57.5% | -73.0% | -29.1% |
| 6M | +66.5% | +64.0% | +2.5% | +35.5% |
| YTD | +159.9% | +44.3% | +115.6% | +123.8% |
| 1Y | +366.0% | +10.9% | +355.1% | +342.1% |
| All | +366.0% | +14.4% | +351.5% | +342.1% |
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