-36.7%
ZS vs WCC
+61.8%
-98.5%
-64.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.5% | +3.9% | -8.4% | -4.3% |
| 7D | -7.8% | +4.5% | -12.3% | -7.6% |
| 30D | +5.0% | -5.8% | +10.8% | +4.5% |
| 3M | +25.5% | -3.7% | +29.2% | +25.6% |
| 6M | +8.7% | +23.1% | -14.4% | +7.7% |
| YTD | -24.5% | +44.2% | -68.7% | -28.0% |
| 1Y | -36.7% | +62.1% | -98.8% | -42.2% |
| All | -36.7% | +61.8% | -98.5% | -42.2% |
Cumulative growth
Daily Returns
Daily percentage return beside WCC.
Daily Out/Under-Performance
Portfolio return minus WCC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WCC 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 WCC 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