+142.0%
WEC vs ZBRA
+435.2%
-293.2%
-32.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ZBRA | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +1.8% | -1.9% | -0.2% |
| 7D | -0.6% | -3.4% | +2.8% | -0.3% |
| 30D | -2.6% | -7.4% | +4.8% | -2.0% |
| 3M | -6.0% | +57.5% | -63.5% | -10.1% |
| 6M | -5.4% | +64.0% | -69.4% | -10.2% |
| YTD | +2.5% | +44.3% | -41.8% | -1.7% |
| 1Y | -0.7% | +10.9% | -11.6% | -2.5% |
| 3Y | +38.7% | +37.5% | +1.2% | +30.4% |
| 5Y | +31.7% | -39.7% | +71.3% | +34.2% |
| All | +142.0% | +435.2% | -293.2% | +92.5% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling