+35.0%
ZBRA vs WCN
+18.2%
+16.9%
-52.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WCN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -1.1% | +0.9% | -0.2% |
| 7D | -3.8% | -4.4% | +0.6% | -3.6% |
| 30D | -10.2% | -4.4% | -5.8% | -10.0% |
| 3M | +58.7% | +0.5% | +58.2% | +58.3% |
| 6M | +61.9% | -3.3% | +65.2% | +62.1% |
| YTD | +41.7% | -8.5% | +50.2% | +42.9% |
| 1Y | +12.4% | -8.9% | +21.3% | +13.5% |
| All | +35.0% | +18.2% | +16.9% | +24.0% |
Cumulative growth
Daily Returns
Daily percentage return beside WCN.
Daily Out/Under-Performance
Portfolio return minus WCN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WCN 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 WCN 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