+205.7%
ZTS vs WCC
+349.9%
-144.2%
-70.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -1.7% | +2.7% | +1.3% |
| 7D | +5.6% | +9.9% | -4.4% | +3.7% |
| 30D | +12.1% | -8.4% | +20.5% | +13.3% |
| 3M | +11.3% | -10.3% | +21.6% | +12.4% |
| 6M | +14.3% | -10.5% | +24.8% | +14.7% |
| YTD | -31.9% | +32.2% | -64.1% | -37.2% |
| 1Y | -29.3% | +25.5% | -54.8% | -34.2% |
| 3Y | -48.0% | +134.7% | -182.7% | -59.1% |
| 5Y | -58.9% | +139.9% | -198.8% | -68.8% |
| 10Y | +81.7% | +433.5% | -351.8% | +4.2% |
| All | +205.7% | +349.9% | -144.2% | +78.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling