+0.6%
ZS vs WPM
+273.6%
-272.9%
-64.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WPM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | +1.1% | +1.5% | +2.5% |
| 7D | -3.8% | +3.9% | -7.7% | -4.2% |
| 30D | -6.0% | +17.7% | -23.7% | -7.7% |
| 3M | +32.0% | +39.4% | -7.4% | +26.9% |
| 6M | +2.1% | +6.4% | -4.3% | +1.0% |
| YTD | -26.2% | +34.0% | -60.1% | -31.1% |
| 1Y | -41.2% | +50.5% | -91.7% | -46.9% |
| All | +0.6% | +273.6% | -272.9% | -30.4% |
Cumulative growth
Daily Returns
Daily percentage return beside WPM.
Daily Out/Under-Performance
Portfolio return minus WPM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WPM 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 WPM 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