+199.8%
WMB vs ZBRA
-44.3%
+244.0%
-23.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ZBRA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | +1.9% | +0.3% | +1.9% |
| 7D | +1.6% | -1.5% | +3.1% | +1.8% |
| 30D | -7.1% | -15.6% | +8.6% | -5.0% |
| 3M | -4.0% | -14.5% | +10.5% | -2.1% |
| 6M | -5.7% | +50.9% | -56.6% | -12.3% |
| YTD | +17.2% | +34.8% | -17.7% | +10.2% |
| 1Y | +17.2% | +28.3% | -11.1% | +11.1% |
| 3Y | +121.1% | +58.8% | +62.2% | +95.0% |
| All | +199.8% | -44.3% | +244.0% | +207.6% |
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