+13,288.8%
WELL vs ZBRA
+9,227.6%
+4,061.2%
-63.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ZBRA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | +1.5% | -3.5% | -2.3% |
| 7D | -0.8% | +1.8% | -2.6% | -1.1% |
| 30D | -0.1% | -1.7% | +1.6% | +0.1% |
| 3M | +18.0% | +47.8% | -29.7% | +10.7% |
| 6M | +15.0% | +56.7% | -41.7% | +6.6% |
| YTD | +28.6% | +49.4% | -20.8% | +19.6% |
| 1Y | +42.9% | +16.5% | +26.4% | +37.3% |
| 3Y | +203.0% | +31.5% | +171.6% | +179.4% |
| 5Y | +206.9% | -38.6% | +245.5% | +210.1% |
| 10Y | +339.5% | +421.0% | -81.5% | +230.7% |
| All | +13,288.8% | +9,227.6% | +4,061.2% | +7,991.5% |
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 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