+135.9%
WMT vs ZBRA
-40.4%
+176.3%
-25.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ZBRA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +1.8% | -0.5% | +1.2% |
| 7D | 0.0% | -3.4% | +3.4% | +0.3% |
| 30D | -7.4% | -7.4% | 0.0% | -6.7% |
| 3M | -10.9% | +57.5% | -68.4% | -15.5% |
| 6M | -12.7% | +64.0% | -76.7% | -17.8% |
| YTD | -3.2% | +44.3% | -47.5% | -7.8% |
| 1Y | +5.3% | +10.9% | -5.6% | +3.1% |
| 3Y | +101.9% | +37.5% | +64.3% | +88.6% |
| All | +135.9% | -40.4% | +176.3% | +133.2% |
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