+58.8%
ZTS vs WEC
+141.2%
-82.4%
-69.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.8% | +0.5% | 0.0% |
| 7D | -3.8% | +0.4% | -4.2% | -3.9% |
| 30D | -2.0% | +0.9% | -2.9% | -2.5% |
| 3M | -10.2% | -5.3% | -4.9% | -8.4% |
| 6M | -39.4% | -6.6% | -32.8% | -37.9% |
| YTD | -40.8% | +3.3% | -44.1% | -41.8% |
| 1Y | -50.1% | +2.1% | -52.2% | -50.8% |
| 3Y | -58.9% | +39.6% | -98.5% | -64.5% |
| 5Y | -62.4% | +31.2% | -93.5% | -66.9% |
| 10Y | +58.8% | +148.4% | -89.6% | +19.1% |
| All | +58.8% | +141.2% | -82.4% | +19.1% |
Cumulative growth
Daily Returns
Daily percentage return beside WEC.
Daily Out/Under-Performance
Portfolio return minus WEC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WEC 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 10y: compounded portfolio wealth divided by compounded WEC 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…
10y analysis · Full analysis span regression · 6 months rolling