+23.7%
WMB vs ZS
-31.8%
+55.6%
-13.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ZS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.4% | -0.3% | -6.1% | -6.4% |
| 7D | -8.6% | -12.3% | +3.6% | -8.8% |
| 30D | -4.2% | +11.2% | -15.4% | -3.9% |
| 3M | -4.4% | +37.5% | -41.9% | -3.6% |
| 6M | -8.7% | +57.8% | -66.5% | -6.4% |
| YTD | +15.4% | -0.2% | +15.6% | +16.3% |
| 1Y | +23.7% | -31.6% | +55.4% | +23.5% |
| All | +23.7% | -31.8% | +55.6% | +23.5% |
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