+2.5%
WFC vs ZBRA
+25.3%
-22.8%
-23.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ZBRA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | +0.9% | +1.3% | +2.1% |
| 7D | +4.5% | -13.6% | +18.1% | +6.5% |
| 30D | +7.4% | -11.5% | +18.9% | +9.0% |
| 3M | -0.5% | -9.9% | +9.3% | +0.7% |
| 6M | +11.7% | +48.6% | -36.9% | +0.7% |
| YTD | -4.6% | +36.9% | -41.6% | -13.4% |
| 1Y | +2.5% | +27.7% | -25.2% | -4.8% |
| All | +2.5% | +25.3% | -22.8% | -4.8% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling