+20.1%
WMB vs ZS
-38.7%
+58.8%
-18.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ZS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -0.3% | +1.1% | +0.8% |
| 7D | +8.1% | -5.2% | +13.3% | +8.1% |
| 30D | -6.9% | -15.5% | +8.6% | -6.9% |
| 3M | -5.1% | +9.0% | -14.1% | -4.3% |
| 6M | -5.7% | +32.2% | -37.9% | -3.3% |
| YTD | +18.1% | -14.1% | +32.2% | +17.7% |
| All | +20.1% | -38.7% | +58.8% | +15.3% |
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