+13,350.0%
WELL vs ZBRA
+8,965.3%
+4,384.7%
-63.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1990-01-01 to 2026-09-08.
| Period | Portfolio | ZBRA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -2.8% | +3.3% | +0.9% |
| 7D | -1.3% | +2.6% | -3.9% | -1.7% |
| 30D | +0.5% | -6.4% | +6.9% | +1.4% |
| 3M | +19.1% | +51.3% | -32.2% | +11.4% |
| 6M | +17.0% | +60.5% | -43.5% | +8.0% |
| YTD | +29.2% | +45.2% | -16.0% | +20.6% |
| 1Y | +42.1% | +12.3% | +29.8% | +37.2% |
| 3Y | +204.5% | +37.5% | +167.0% | +178.9% |
| 5Y | +211.0% | -39.2% | +250.2% | +214.6% |
| 10Y | +337.6% | +417.0% | -79.4% | +229.8% |
| All | +13,350.0% | +8,965.3% | +4,384.7% | +8,060.3% |
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 1990-01-01 to 2026-09-08: 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…
1990-01-01 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling