+16.5%
ZBRA vs WU
-8.3%
+24.8%
-38.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -1.0% | +2.4% | +1.7% |
| 7D | +1.8% | -0.8% | +2.6% | +2.0% |
| 30D | -1.7% | -1.1% | -0.6% | -1.4% |
| 3M | +47.8% | -3.9% | +51.6% | +45.2% |
| 6M | +56.7% | -20.7% | +77.4% | +55.3% |
| YTD | +49.4% | -18.4% | +67.7% | +47.9% |
| 1Y | +16.5% | -8.1% | +24.6% | +16.2% |
| All | +16.5% | -8.3% | +24.8% | +16.2% |
Cumulative growth
Daily Returns
Daily percentage return beside WU.
Daily Out/Under-Performance
Portfolio return minus WU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WU 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 WU 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