+330.3%
WM vs ZBRA
+382.3%
-52.0%
-30.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ZBRA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +1.9% | -2.1% | -0.4% |
| 7D | +3.2% | +0.6% | +2.6% | +3.1% |
| 30D | +13.0% | -14.0% | +27.0% | +15.1% |
| 3M | +9.2% | -14.7% | +23.9% | +11.3% |
| 6M | +13.6% | +31.3% | -17.7% | +8.2% |
| YTD | +12.4% | +33.4% | -21.0% | +6.1% |
| 1Y | +21.2% | +34.1% | -12.9% | +14.2% |
| 3Y | +48.7% | +59.9% | -11.2% | +30.7% |
| 5Y | +61.9% | -45.3% | +107.1% | +72.5% |
| All | +330.3% | +382.3% | -52.0% | +207.8% |
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 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