+27.7%
ZBRA vs WY
+0.3%
+27.4%
-27.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +5.6% | -4.7% | -0.6% |
| 7D | -13.6% | +13.3% | -26.9% | -16.4% |
| 30D | -11.5% | +17.6% | -29.1% | -15.5% |
| 3M | -9.9% | -15.0% | +5.2% | -3.8% |
| 6M | +48.6% | -5.9% | +54.5% | +53.2% |
| YTD | +36.9% | -5.7% | +42.6% | +39.1% |
| 1Y | +27.7% | -0.2% | +27.9% | +27.5% |
| All | +27.7% | +0.3% | +27.4% | +27.5% |
Cumulative growth
Daily Returns
Daily percentage return beside WY.
Daily Out/Under-Performance
Portfolio return minus WY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WY 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 WY 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