+149.0%
WMB vs ZBRA
+34.1%
+115.0%
-12.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ZBRA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.3% | -2.8% | +5.1% | +2.5% |
| 7D | +0.8% | +2.6% | -1.8% | +0.5% |
| 30D | +7.7% | -6.4% | +14.1% | +8.3% |
| 3M | +6.7% | +51.3% | -44.6% | +1.7% |
| 6M | +3.6% | +60.5% | -56.9% | -2.2% |
| YTD | +28.0% | +45.2% | -17.2% | +21.7% |
| 1Y | +37.6% | +12.3% | +25.3% | +35.4% |
| 3Y | +149.0% | +37.5% | +111.5% | +133.5% |
| All | +149.0% | +34.1% | +115.0% | +133.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling