-40.7%
ZS vs WST
+52.5%
-93.3%
-64.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WST | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -0.1% | -1.9% | -2.0% |
| 7D | -13.4% | +1.4% | -14.8% | -13.6% |
| 30D | -16.6% | +12.7% | -29.3% | -18.3% |
| 3M | +10.3% | +17.2% | -6.8% | +7.4% |
| 6M | +28.1% | +26.7% | +1.5% | +23.2% |
| YTD | -13.3% | +50.3% | -63.6% | -19.7% |
| 1Y | -40.7% | +50.2% | -91.0% | -45.0% |
| All | -40.7% | +52.5% | -93.3% | -45.0% |
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