+35.0%
ZBRA vs WU
-29.2%
+64.2%
-52.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.7% | +0.5% | 0.0% |
| 7D | -3.8% | -5.0% | +1.2% | -2.0% |
| 30D | -10.2% | -2.3% | -7.9% | -9.5% |
| 3M | +58.7% | -3.2% | +61.9% | +58.2% |
| 6M | +61.9% | -25.0% | +86.9% | +73.6% |
| YTD | +41.7% | -21.7% | +63.3% | +49.6% |
| 1Y | +12.4% | -9.0% | +21.3% | +11.4% |
| All | +35.0% | -29.2% | +64.2% | +40.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling