-48.6%
ZTS vs WCC
+138.4%
-187.0%
-64.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | 0.0% | +0.5% | +0.5% |
| 7D | +1.0% | +14.2% | -13.2% | -0.6% |
| 30D | +12.4% | -9.8% | +22.3% | +13.3% |
| 3M | +13.6% | -10.1% | +23.7% | +14.2% |
| 6M | +9.3% | -9.4% | +18.7% | +9.4% |
| YTD | -32.6% | +34.4% | -67.0% | -37.4% |
| 1Y | -30.0% | +23.3% | -53.3% | -34.1% |
| All | -48.6% | +138.4% | -187.0% | -59.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling