-26.7%
ZTS vs WCC
+24.5%
-51.2%
-46.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.5% | -9.9% | +17.4% | +7.4% |
| 7D | +15.4% | -8.8% | +24.2% | +15.2% |
| 30D | +25.8% | -16.0% | +41.8% | +26.1% |
| 3M | +18.1% | -15.2% | +33.3% | +18.3% |
| 6M | -19.7% | -8.4% | -11.4% | -20.0% |
| YTD | -27.5% | +30.1% | -57.6% | -33.1% |
| 1Y | -26.7% | +26.4% | -53.2% | -33.0% |
| All | -26.7% | +24.5% | -51.2% | -33.0% |
Cumulative growth
Daily Returns
Daily percentage return beside WCC.
Daily Out/Under-Performance
Portfolio return minus WCC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WCC 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 WCC 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