+198.5%
WELL vs ZBRA
+33.4%
+165.0%
-13.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ZBRA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.2% | +0.2% | -0.1% |
| 7D | -2.2% | -3.8% | +1.5% | -2.1% |
| 30D | +4.7% | -10.2% | +14.9% | +5.1% |
| 3M | +11.9% | +58.7% | -46.7% | +9.5% |
| 6M | +14.3% | +61.9% | -47.6% | +11.2% |
| YTD | +28.4% | +41.7% | -13.3% | +25.7% |
| 1Y | +42.3% | +12.4% | +29.9% | +41.5% |
| All | +198.5% | +33.4% | +165.0% | +175.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling