+42.9%
WELL vs ZS
-37.1%
+80.0%
-12.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ZS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -4.5% | +2.4% | -2.2% |
| 7D | -0.8% | -7.8% | +7.0% | -1.1% |
| 30D | -0.1% | +5.0% | -5.1% | +0.1% |
| 3M | +18.0% | +25.5% | -7.5% | +19.0% |
| 6M | +15.0% | +8.7% | +6.3% | +17.3% |
| YTD | +28.6% | -24.5% | +53.1% | +30.0% |
| 1Y | +42.9% | -36.7% | +79.6% | +42.6% |
| All | +42.9% | -37.1% | +80.0% | +42.6% |
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 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