-40.8%
ZBRA vs WU
-51.6%
+10.8%
-67.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.7% | +0.5% | +0.1% |
| 7D | -3.8% | -5.0% | +1.2% | -1.8% |
| 30D | -10.2% | -2.3% | -7.9% | -9.4% |
| 3M | +58.7% | -3.2% | +61.9% | +58.7% |
| 6M | +61.9% | -25.0% | +86.9% | +77.7% |
| YTD | +41.7% | -21.7% | +63.3% | +52.6% |
| 1Y | +12.4% | -9.0% | +21.3% | +12.2% |
| 3Y | +34.2% | -28.9% | +63.1% | +45.7% |
| 5Y | -40.8% | -51.0% | +10.3% | -29.5% |
| All | -40.8% | -51.6% | +10.8% | -29.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling