+302.5%
WDC vs ZS
+599.9%
-297.4%
-70.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ZS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.0% | -0.4% | -4.6% | -4.9% |
| 7D | +12.1% | -2.6% | +14.7% | +12.6% |
| 30D | -18.8% | -12.8% | -6.0% | -16.6% |
| 3M | -39.3% | +2.3% | -41.6% | -39.9% |
| 6M | -40.1% | +26.3% | -66.4% | -44.5% |
| YTD | +71.8% | -14.4% | +86.2% | +69.6% |
| 1Y | +88.5% | -37.6% | +126.1% | +99.0% |
| 3Y | +770.0% | +8.0% | +762.0% | +704.4% |
| 5Y | +549.0% | -44.9% | +593.9% | +527.1% |
| All | +302.5% | +599.9% | -297.4% | +136.5% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling