-37.4%
ZS vs WST
+53.0%
-90.4%
-61.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WST | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.4% | +0.1% | -0.2% |
| 7D | -5.2% | +4.9% | -10.1% | -6.1% |
| 30D | -15.5% | +10.7% | -26.2% | -16.9% |
| 3M | +9.0% | +16.8% | -7.9% | +6.3% |
| 6M | +32.2% | +32.0% | +0.2% | +27.1% |
| YTD | -14.1% | +49.9% | -64.0% | -20.1% |
| All | -37.4% | +53.0% | -90.4% | -42.5% |
Cumulative growth
Daily Returns
Daily percentage return beside WST.
Daily Out/Under-Performance
Portfolio return minus WST return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WST 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 WST 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