-39.6%
ZBRA vs WING
-33.2%
-6.4%
-67.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WING | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | +6.0% | -4.1% | +0.7% |
| 7D | -3.4% | +7.2% | -10.6% | -4.8% |
| 30D | -7.4% | +4.8% | -12.2% | -8.7% |
| 3M | +57.5% | -23.7% | +81.2% | +64.7% |
| 6M | +64.0% | -43.6% | +107.6% | +82.0% |
| YTD | +44.3% | -50.6% | +94.9% | +63.2% |
| 1Y | +10.9% | -57.0% | +67.9% | +28.9% |
| 3Y | +37.5% | -28.3% | +65.8% | +27.9% |
| All | -39.6% | -33.2% | -6.4% | -48.9% |
Cumulative growth
Daily Returns
Daily percentage return beside WING.
Daily Out/Under-Performance
Portfolio return minus WING return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WING 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 WING 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