-31.6%
ZS vs WEC
+9.7%
-41.3%
-64.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +2.3% | -2.6% | +1.5% |
| 7D | -12.3% | +6.9% | -19.1% | -7.5% |
| 30D | +11.2% | +16.6% | -5.4% | +25.4% |
| 3M | +37.5% | +9.1% | +28.5% | +47.3% |
| 6M | +57.8% | +3.2% | +54.6% | +64.2% |
| YTD | -0.2% | +14.9% | -15.1% | +10.2% |
| 1Y | -31.6% | +9.2% | -40.8% | -26.2% |
| All | -31.6% | +9.7% | -41.3% | -26.2% |
Cumulative growth
Daily Returns
Daily percentage return beside WEC.
Daily Out/Under-Performance
Portfolio return minus WEC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WEC 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 WEC 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