+991.6%
WDC vs ZS
-40.8%
+1,032.3%
-55.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ZS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +2.6% | -1.5% | +0.6% |
| 7D | +7.5% | -3.8% | +11.3% | +8.1% |
| 30D | +10.1% | -6.0% | +16.0% | +10.9% |
| 3M | -6.8% | +32.0% | -38.8% | -12.9% |
| 6M | +84.1% | +2.1% | +82.0% | +75.3% |
| YTD | +180.3% | -26.2% | +206.4% | +187.2% |
| 1Y | +411.1% | -41.2% | +452.2% | +457.1% |
| 3Y | +1,375.0% | +3.3% | +1,371.7% | +1,248.6% |
| 5Y | +991.6% | -40.7% | +1,032.3% | +900.6% |
| All | +991.6% | -40.8% | +1,032.3% | +900.6% |
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