+14.7%
WMB vs ZS
-39.8%
+54.5%
-18.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ZS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -2.1% | +3.6% | +1.5% |
| 7D | -6.9% | -13.4% | +6.5% | -6.9% |
| 30D | -7.2% | -16.6% | +9.4% | -7.2% |
| 3M | -5.4% | +10.3% | -15.8% | -4.7% |
| 6M | -4.9% | +28.1% | -33.0% | -2.7% |
| YTD | +14.7% | -13.3% | +28.0% | +14.7% |
| 1Y | +14.7% | -40.7% | +55.4% | +10.6% |
| All | +14.7% | -39.8% | +54.5% | +10.6% |
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