+500.0%
WELL vs ZS
+602.6%
-102.6%
-63.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ZS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -0.3% | -0.7% | -1.0% |
| 7D | +0.1% | -5.2% | +5.4% | +0.4% |
| 30D | +6.8% | -15.5% | +22.3% | +7.4% |
| 3M | +6.7% | +9.0% | -2.2% | +6.1% |
| 6M | +13.8% | +32.2% | -18.4% | +11.6% |
| YTD | +33.8% | -14.1% | +47.9% | +33.7% |
| 1Y | +29.6% | -39.1% | +68.7% | +31.8% |
| 3Y | +203.1% | +10.4% | +192.7% | +195.8% |
| 5Y | +223.8% | -44.6% | +268.5% | +216.8% |
| All | +500.0% | +602.6% | -102.6% | +398.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling