+27.7%
ZBRA vs WTW
+8.6%
+19.1%
-27.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WTW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +3.0% | -2.1% | +0.7% |
| 7D | -13.6% | +4.9% | -18.5% | -13.8% |
| 30D | -11.5% | +17.1% | -28.6% | -12.5% |
| 3M | -9.9% | -0.3% | -9.5% | -9.7% |
| 6M | +48.6% | +30.7% | +17.9% | +46.6% |
| YTD | +36.9% | +3.7% | +33.2% | +37.3% |
| 1Y | +27.7% | +5.9% | +21.8% | +27.6% |
| All | +27.7% | +8.6% | +19.1% | +27.6% |
Cumulative growth
Daily Returns
Daily percentage return beside WTW.
Daily Out/Under-Performance
Portfolio return minus WTW return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WTW 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 1y: compounded portfolio wealth divided by compounded WTW 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…
1y analysis · Full analysis span regression · 6 months rolling