+899.0%
ZBRA vs WU
-21.6%
+920.6%
-67.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | -2.5% | -0.3% | -1.8% |
| 7D | +2.6% | -0.8% | +3.4% | +2.9% |
| 30D | -6.4% | -1.1% | -5.2% | -6.0% |
| 3M | +51.3% | -1.8% | +53.1% | +51.1% |
| 6M | +60.5% | -23.9% | +84.4% | +77.2% |
| YTD | +45.2% | -20.4% | +65.6% | +57.1% |
| 1Y | +12.3% | -10.6% | +22.9% | +14.2% |
| 3Y | +37.5% | -27.7% | +65.3% | +50.2% |
| 5Y | -39.2% | -51.1% | +11.9% | -23.2% |
| 10Y | +417.0% | -40.7% | +457.7% | +489.5% |
| All | +899.0% | -21.6% | +920.6% | +830.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling