+567.0%
WDC vs ZS
-45.5%
+612.5%
-64.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ZS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.0% | -0.4% | -4.6% | -4.9% |
| 7D | +12.1% | -2.6% | +14.7% | +12.7% |
| 30D | -18.8% | -12.8% | -6.0% | -16.4% |
| 3M | -39.3% | +2.3% | -41.6% | -39.9% |
| 6M | -40.1% | +26.3% | -66.4% | -45.0% |
| YTD | +71.8% | -14.4% | +86.2% | +71.1% |
| 1Y | +88.5% | -37.6% | +126.1% | +104.7% |
| 3Y | +770.0% | +8.0% | +762.0% | +694.2% |
| All | +567.0% | -45.5% | +612.5% | +502.7% |
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