+36.5%
WELL vs ZS
-31.8%
+68.3%
-12.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ZS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | -0.3% | +3.1% | +2.8% |
| 7D | +9.2% | -12.3% | +21.4% | +8.7% |
| 30D | +10.6% | +11.2% | -0.6% | +11.0% |
| 3M | +7.5% | +37.5% | -30.0% | +8.8% |
| 6M | +15.0% | +57.8% | -42.8% | +19.0% |
| YTD | +35.0% | -0.2% | +35.3% | +37.2% |
| 1Y | +36.5% | -31.6% | +68.1% | +39.9% |
| All | +36.5% | -31.8% | +68.3% | +39.9% |
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