+39,409.3%
WDC vs ZBRA
+8,965.3%
+30,443.9%
-96.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ZBRA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | -2.8% | +4.9% | +3.2% |
| 7D | +6.0% | +2.6% | +3.4% | +4.9% |
| 30D | +9.9% | -6.4% | +16.3% | +12.6% |
| 3M | -9.4% | +51.3% | -60.7% | -24.0% |
| 6M | +94.7% | +60.5% | +34.2% | +58.5% |
| YTD | +177.3% | +45.2% | +132.1% | +133.5% |
| 1Y | +412.4% | +12.3% | +400.1% | +373.3% |
| 3Y | +1,359.3% | +37.5% | +1,321.8% | +1,124.9% |
| 5Y | +992.2% | -39.2% | +1,031.4% | +1,103.3% |
| 10Y | +1,245.1% | +417.0% | +828.1% | +583.4% |
| All | +39,409.3% | +8,965.3% | +30,443.9% | +8,204.2% |
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