+200.2%
ZTS vs WEC
+364.7%
-164.5%
-70.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.7% | +1.1% | +2.6% | +3.3% |
| 7D | -1.0% | +0.2% | -1.2% | -1.1% |
| 30D | +10.8% | +12.9% | -2.1% | +6.1% |
| 3M | +14.1% | +9.8% | +4.3% | +10.2% |
| 6M | +0.8% | +6.7% | -6.0% | -1.8% |
| YTD | -33.1% | +14.0% | -47.1% | -36.3% |
| 1Y | -30.0% | +7.3% | -37.3% | -31.9% |
| 3Y | -49.5% | +63.8% | -113.3% | -58.1% |
| 5Y | -60.2% | +54.8% | -115.0% | -66.5% |
| 10Y | +77.0% | +185.7% | -108.7% | +28.0% |
| All | +200.2% | +364.7% | -164.5% | +70.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling