+16.5%
ZBRA vs WY
-5.4%
+21.9%
-38.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -0.1% | +1.6% | +1.5% |
| 7D | +1.8% | -2.6% | +4.4% | +2.8% |
| 30D | -1.7% | -10.9% | +9.2% | +2.9% |
| 3M | +47.8% | -6.0% | +53.8% | +51.5% |
| 6M | +56.7% | -5.6% | +62.4% | +60.0% |
| YTD | +49.4% | -1.1% | +50.5% | +48.1% |
| 1Y | +16.5% | -7.5% | +24.0% | +20.1% |
| All | +16.5% | -5.4% | +21.9% | +20.1% |
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