+255.1%
WPM vs ZBRA
-40.9%
+296.0%
-43.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ZBRA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.7% | -0.2% | -3.4% | -3.7% |
| 7D | -3.6% | -3.8% | +0.2% | -3.2% |
| 30D | +12.5% | -10.2% | +22.7% | +13.9% |
| 3M | +40.6% | +58.7% | -18.1% | +32.1% |
| 6M | +0.5% | +61.9% | -61.4% | -5.9% |
| YTD | +29.0% | +41.7% | -12.6% | +22.1% |
| 1Y | +43.8% | +12.4% | +31.5% | +39.7% |
| 3Y | +266.3% | +34.2% | +232.1% | +236.7% |
| 5Y | +255.1% | -40.8% | +295.9% | +230.2% |
| All | +255.1% | -40.9% | +296.0% | +230.2% |
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