+349.9%
WELL vs ZBRA
+425.5%
-75.6%
-63.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ZBRA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.2% | +0.2% | 0.0% |
| 7D | -2.2% | -3.8% | +1.5% | -1.5% |
| 30D | +4.7% | -10.2% | +14.9% | +6.9% |
| 3M | +11.9% | +58.7% | -46.7% | +0.4% |
| 6M | +14.3% | +61.9% | -47.6% | +1.3% |
| YTD | +28.4% | +41.7% | -13.3% | +16.4% |
| 1Y | +42.3% | +12.4% | +29.9% | +35.3% |
| 3Y | +202.6% | +34.2% | +168.4% | +162.4% |
| 5Y | +206.5% | -40.8% | +247.3% | +224.4% |
| All | +349.9% | +425.5% | -75.6% | +239.7% |
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