+475.9%
WELL vs ZS
+504.0%
-28.1%
-63.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ZS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +2.6% | -3.1% | -0.7% |
| 7D | -1.1% | -3.8% | +2.7% | -1.0% |
| 30D | +0.7% | -6.0% | +6.7% | +0.9% |
| 3M | +14.5% | +32.0% | -17.5% | +13.0% |
| 6M | +14.4% | +2.1% | +12.3% | +13.6% |
| YTD | +28.5% | -26.2% | +54.6% | +29.4% |
| 1Y | +41.8% | -41.2% | +82.9% | +44.3% |
| 3Y | +202.8% | +3.3% | +199.5% | +196.6% |
| 5Y | +208.8% | -40.7% | +249.5% | +202.5% |
| All | +475.9% | +504.0% | -28.1% | +382.2% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling