+395.4%
ZS vs WCC
+461.3%
-65.9%
-76.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -3.2% | +1.7% | -0.7% |
| 7D | -8.1% | +1.7% | -9.7% | -8.6% |
| 30D | -8.4% | -6.1% | -2.4% | -7.1% |
| 3M | +31.1% | +3.1% | +28.0% | +28.7% |
| 6M | +4.4% | +28.2% | -23.8% | -5.2% |
| YTD | -27.3% | +41.1% | -68.4% | -36.2% |
| 1Y | -41.4% | +61.3% | -102.7% | -50.8% |
| 3Y | +1.7% | +123.6% | -122.0% | -25.4% |
| 5Y | -39.6% | +214.8% | -254.4% | -59.7% |
| All | +395.4% | +461.3% | -65.9% | +252.2% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling