-62.8%
ZTS vs WCC
+229.6%
-292.5%
-69.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | +2.5% | -5.4% | -3.5% |
| 7D | -4.8% | +8.5% | -13.3% | -6.3% |
| 30D | +1.2% | -1.0% | +2.2% | +1.2% |
| 3M | -6.0% | +2.1% | -8.1% | -7.1% |
| 6M | -38.7% | +36.8% | -75.6% | -43.5% |
| YTD | -40.6% | +47.7% | -88.3% | -46.3% |
| 1Y | -50.6% | +66.5% | -117.1% | -56.7% |
| 3Y | -58.7% | +134.2% | -192.9% | -68.3% |
| 5Y | -62.8% | +231.6% | -294.5% | -75.2% |
| All | -62.8% | +229.6% | -292.5% | -75.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling