+31.7%
WEC vs ZBRA
-40.9%
+72.6%
-26.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ZBRA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -0.2% | -0.5% | -0.7% |
| 7D | -1.3% | -3.8% | +2.5% | -1.1% |
| 30D | -0.4% | -10.2% | +9.8% | +0.1% |
| 3M | -6.8% | +58.7% | -65.5% | -9.3% |
| 6M | -6.4% | +61.9% | -68.3% | -9.2% |
| YTD | +2.5% | +41.7% | -39.2% | 0.0% |
| 1Y | -0.4% | +12.4% | -12.8% | -1.4% |
| 3Y | +38.5% | +34.2% | +4.3% | +32.6% |
| 5Y | +31.7% | -40.8% | +72.4% | +29.1% |
| All | +31.7% | -40.9% | +72.6% | +29.1% |
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 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