+281.4%
WMB vs ZBRA
+382.3%
-100.9%
-68.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ZBRA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +1.9% | -2.4% | -0.9% |
| 7D | +7.8% | +0.6% | +7.2% | +7.7% |
| 30D | -5.1% | -14.0% | +8.9% | -2.3% |
| 3M | -4.7% | -14.7% | +9.9% | -1.8% |
| 6M | -7.4% | +31.3% | -38.7% | -14.2% |
| YTD | +17.5% | +33.4% | -16.0% | +7.2% |
| 1Y | +19.5% | +34.1% | -14.6% | +8.8% |
| 3Y | +121.3% | +59.9% | +61.4% | +84.1% |
| 5Y | +200.5% | -45.3% | +245.8% | +223.4% |
| All | +281.4% | +382.3% | -100.9% | +113.8% |
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