+0.6%
ZS vs WCC
+129.2%
-128.6%
-64.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | -1.3% | +3.9% | +2.9% |
| 7D | -3.8% | +6.8% | -10.6% | -5.3% |
| 30D | -6.0% | -3.0% | -3.0% | -5.5% |
| 3M | +32.0% | +0.2% | +31.8% | +30.9% |
| 6M | +2.1% | +33.2% | -31.0% | -8.4% |
| YTD | -26.2% | +45.8% | -72.0% | -36.3% |
| 1Y | -41.2% | +68.4% | -109.5% | -52.1% |
| All | +0.6% | +129.2% | -128.6% | -30.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling