+417.4%
WDC vs ZS
-37.1%
+454.5%
-41.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ZS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.9% | -4.5% | +10.4% | +5.6% |
| 7D | +1.7% | -7.8% | +9.6% | +1.3% |
| 30D | -10.0% | +5.0% | -15.0% | -9.6% |
| 3M | -18.8% | +25.5% | -44.3% | -17.4% |
| 6M | +79.0% | +8.7% | +70.3% | +84.2% |
| YTD | +171.6% | -24.5% | +196.1% | +210.5% |
| 1Y | +417.4% | -36.7% | +454.1% | +547.3% |
| All | +417.4% | -37.1% | +454.5% | +547.3% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling