+296.9%
WMB vs ZS
+604.7%
-307.8%
-67.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ZS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | -0.6% | +2.7% | +2.2% |
| 7D | +1.6% | -13.7% | +15.2% | +2.5% |
| 30D | -7.1% | -14.2% | +7.1% | -6.2% |
| 3M | -4.0% | +8.5% | -12.5% | -4.7% |
| 6M | -5.7% | +30.2% | -35.9% | -8.2% |
| YTD | +17.2% | -13.8% | +31.0% | +17.0% |
| 1Y | +17.2% | -41.5% | +58.7% | +20.3% |
| 3Y | +121.1% | +10.7% | +110.3% | +114.2% |
| 5Y | +197.2% | -43.6% | +240.8% | +192.7% |
| All | +296.9% | +604.7% | -307.8% | +193.8% |
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