+1,522.7%
ZBRA vs WTW
+1,101.3%
+421.4%
-73.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WTW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +0.5% | -0.8% | -0.5% |
| 7D | -3.8% | -7.8% | +4.0% | -0.5% |
| 30D | -10.2% | -7.9% | -2.3% | -7.2% |
| 3M | +58.7% | +19.9% | +38.7% | +46.6% |
| 6M | +61.9% | +9.8% | +52.1% | +53.8% |
| YTD | +41.7% | -3.3% | +45.0% | +40.9% |
| 1Y | +12.4% | -3.3% | +15.6% | +11.4% |
| 3Y | +34.2% | +61.5% | -27.4% | +5.1% |
| 5Y | -40.8% | +42.6% | -83.3% | -50.8% |
| 10Y | +420.3% | +197.1% | +223.2% | +216.8% |
| All | +1,522.7% | +1,101.3% | +421.4% | +577.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling