+316.3%
WMB vs ZS
+494.5%
-178.2%
-67.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ZS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -1.6% | -1.5% | -3.0% |
| 7D | -1.7% | -8.1% | +6.4% | -1.2% |
| 30D | +0.7% | -8.4% | +9.1% | +1.2% |
| 3M | +1.5% | +31.1% | -29.5% | -0.5% |
| 6M | +0.1% | +4.4% | -4.3% | -1.2% |
| YTD | +22.9% | -27.3% | +50.2% | +24.2% |
| 1Y | +27.9% | -41.4% | +69.2% | +31.0% |
| 3Y | +139.1% | +1.7% | +137.5% | +133.1% |
| 5Y | +270.9% | -39.6% | +310.5% | +263.4% |
| All | +316.3% | +494.5% | -178.2% | +212.0% |
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