+3,278.7%
WEC vs ZBRA
+8,965.3%
-5,686.6%
-45.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ZBRA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -2.8% | +3.9% | +1.2% |
| 7D | +0.8% | +2.6% | -1.8% | +0.6% |
| 30D | +0.3% | -6.4% | +6.7% | +0.8% |
| 3M | -2.9% | +51.3% | -54.2% | -6.0% |
| 6M | -5.9% | +60.5% | -66.4% | -9.4% |
| YTD | +4.1% | +45.2% | -41.0% | +0.8% |
| 1Y | +3.1% | +12.3% | -9.2% | +1.5% |
| 3Y | +40.8% | +37.5% | +3.3% | +34.9% |
| 5Y | +31.7% | -39.2% | +70.9% | +32.2% |
| 10Y | +141.1% | +417.0% | -275.9% | +106.2% |
| All | +3,278.7% | +8,965.3% | -5,686.6% | +2,379.4% |
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