-31.1%
WDAY vs ZS
-40.8%
+9.7%
-63.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ZS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +2.6% | -2.7% | -1.2% |
| 7D | -7.4% | -3.8% | -3.5% | -5.8% |
| 30D | +1.0% | -6.0% | +7.0% | +3.3% |
| 3M | +32.7% | +32.0% | +0.7% | +18.8% |
| 6M | +25.6% | +2.1% | +23.5% | +19.6% |
| YTD | -13.4% | -26.2% | +12.8% | -6.9% |
| 1Y | -19.4% | -41.2% | +21.8% | -6.0% |
| 3Y | -25.8% | +3.3% | -29.1% | -33.3% |
| 5Y | -31.1% | -40.7% | +9.6% | -32.5% |
| All | -31.1% | -40.8% | +9.7% | -32.5% |
Cumulative growth
Daily Returns
Daily percentage return beside ZS.
Daily Out/Under-Performance
Portfolio return minus ZS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ZS 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 ZS 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