+190.2%
WMB vs ZS
-43.7%
+233.8%
-23.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ZS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.7% | +0.7% | +3.0% | +3.7% |
| 7D | -6.7% | -11.1% | +4.4% | -6.0% |
| 30D | -8.6% | -14.8% | +6.3% | -7.7% |
| 3M | -4.9% | +18.0% | -22.9% | -6.0% |
| 6M | -6.3% | +30.8% | -37.1% | -8.5% |
| YTD | +13.0% | -11.5% | +24.5% | +13.0% |
| 1Y | +14.9% | -37.8% | +52.7% | +18.1% |
| 3Y | +113.4% | +16.6% | +96.8% | +106.6% |
| 5Y | +190.2% | -43.6% | +233.7% | +180.2% |
| All | +190.2% | -43.7% | +233.8% | +180.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling