+323.9%
WMB vs ZS
+517.5%
-193.6%
-67.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ZS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -4.5% | +4.6% | +0.4% |
| 7D | +0.6% | -7.8% | +8.4% | +1.1% |
| 30D | +3.3% | +5.0% | -1.8% | +2.8% |
| 3M | +3.1% | +25.5% | -22.4% | +1.4% |
| 6M | -0.7% | +8.7% | -9.4% | -2.2% |
| YTD | +25.2% | -24.5% | +49.7% | +26.2% |
| 1Y | +32.9% | -36.7% | +69.6% | +35.4% |
| 3Y | +140.6% | +7.2% | +133.3% | +133.7% |
| 5Y | +273.5% | -40.9% | +314.4% | +266.6% |
| All | +323.9% | +517.5% | -193.6% | +217.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling