+2,915.5%
WM vs ZBRA
+8,180.5%
-5,265.0%
-77.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ZBRA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | +0.1% | -2.2% | -2.1% |
| 7D | +1.2% | -10.9% | +12.1% | +2.5% |
| 30D | +13.1% | -16.6% | +29.7% | +15.4% |
| 3M | +3.6% | -11.6% | +15.2% | +4.9% |
| 6M | +8.1% | +40.2% | -32.1% | +2.8% |
| YTD | +8.9% | +32.6% | -23.7% | +3.8% |
| 1Y | +20.3% | +24.7% | -4.4% | +15.4% |
| 3Y | +46.2% | +56.3% | -10.1% | +33.3% |
| 5Y | +59.9% | -47.0% | +106.9% | +64.1% |
| 10Y | +345.6% | +411.4% | -65.8% | +238.9% |
| All | +2,915.5% | +8,180.5% | -5,265.0% | +1,923.0% |
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