+398.6%
ZS vs WEC
+122.9%
+275.7%
-76.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | 0.0% | +0.7% | +0.6% |
| 7D | -3.1% | -0.6% | -2.5% | -3.1% |
| 30D | -7.2% | -2.6% | -4.6% | -7.2% |
| 3M | +30.5% | -6.0% | +36.5% | +30.4% |
| 6M | +7.0% | -5.4% | +12.4% | +6.9% |
| YTD | -26.8% | +2.5% | -29.3% | -27.1% |
| 1Y | -42.6% | -0.7% | -41.9% | -42.7% |
| 3Y | -0.3% | +38.7% | -39.0% | -2.4% |
| 5Y | -39.2% | +31.7% | -70.9% | -40.3% |
| All | +398.6% | +122.9% | +275.7% | +425.9% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling