+59.7%
WM vs ZBRA
-47.4%
+107.1%
-18.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ZBRA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | +0.1% | -2.2% | -2.1% |
| 7D | +1.2% | -10.9% | +12.1% | +1.8% |
| 30D | +13.1% | -16.6% | +29.7% | +14.1% |
| 3M | +3.6% | -11.6% | +15.2% | +4.2% |
| 6M | +8.1% | +40.2% | -32.1% | +5.2% |
| YTD | +8.9% | +32.6% | -23.7% | +6.2% |
| 1Y | +20.3% | +24.7% | -4.4% | +17.8% |
| 3Y | +46.2% | +56.3% | -10.1% | +36.6% |
| All | +59.7% | -47.4% | +107.1% | +80.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling