+1,394.6%
WDC vs ZS
+2.4%
+1,392.2%
-49.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ZS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +2.6% | -1.5% | +0.7% |
| 7D | +7.5% | -3.8% | +11.3% | +7.9% |
| 30D | +10.1% | -6.0% | +16.0% | +10.6% |
| 3M | -6.8% | +32.0% | -38.8% | -11.2% |
| 6M | +84.1% | +2.1% | +82.0% | +78.2% |
| YTD | +180.3% | -26.2% | +206.4% | +197.5% |
| 1Y | +411.1% | -41.2% | +452.2% | +487.4% |
| All | +1,394.6% | +2.4% | +1,392.2% | +1,247.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling