+204.5%
WELL vs ZS
+0.9%
+203.7%
-13.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ZS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -4.6% | +5.1% | +0.5% |
| 7D | -1.3% | -9.2% | +7.9% | -1.2% |
| 30D | +0.5% | -4.0% | +4.5% | +0.5% |
| 3M | +19.1% | +25.3% | -6.2% | +18.5% |
| 6M | +17.0% | -1.3% | +18.3% | +17.2% |
| YTD | +29.2% | -28.0% | +57.2% | +31.5% |
| 1Y | +42.1% | -42.5% | +84.6% | +46.3% |
| 3Y | +204.5% | +0.7% | +203.8% | +185.1% |
| All | +204.5% | +0.9% | +203.7% | +185.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling