+916.1%
WDC vs ZBRA
-40.4%
+956.5%
-55.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ZBRA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | +1.8% | -4.8% | -3.8% |
| 7D | -4.3% | -3.4% | -0.9% | -2.9% |
| 30D | -1.5% | -7.4% | +5.9% | +1.8% |
| 3M | -15.5% | +57.5% | -73.0% | -33.1% |
| 6M | +66.5% | +64.0% | +2.5% | +27.9% |
| YTD | +159.9% | +44.3% | +115.6% | +110.8% |
| 1Y | +366.0% | +10.9% | +355.1% | +326.4% |
| 3Y | +1,285.8% | +37.5% | +1,248.3% | +1,015.7% |
| All | +916.1% | -40.4% | +956.5% | +1,019.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling