+5,997.9%
WPM vs ZBRA
+685.5%
+5,312.4%
-86.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ZBRA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -2.2% | +3.3% | +1.5% |
| 7D | +3.9% | -1.8% | +5.7% | +4.3% |
| 30D | +17.7% | -8.8% | +26.5% | +20.0% |
| 3M | +39.4% | +47.2% | -7.8% | +26.8% |
| 6M | +6.4% | +61.3% | -54.9% | -5.5% |
| YTD | +34.0% | +42.0% | -8.0% | +21.4% |
| 1Y | +50.5% | +10.5% | +40.1% | +43.5% |
| 3Y | +280.3% | +34.5% | +245.8% | +232.3% |
| 5Y | +266.3% | -40.3% | +306.6% | +277.8% |
| 10Y | +550.8% | +421.5% | +129.3% | +206.9% |
| All | +5,997.9% | +685.5% | +5,312.4% | +1,422.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling