-26.7%
ZTS vs WELL
+37.3%
-64.0%
-46.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WELL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.5% | +2.8% | +4.7% | +6.7% |
| 7D | +15.4% | +9.2% | +6.3% | +12.9% |
| 30D | +25.8% | +10.6% | +15.1% | +22.8% |
| 3M | +18.1% | +7.5% | +10.6% | +15.8% |
| 6M | -19.7% | +15.0% | -34.8% | -22.9% |
| YTD | -27.5% | +35.0% | -62.6% | -31.8% |
| 1Y | -26.7% | +36.5% | -63.2% | -32.9% |
| All | -26.7% | +37.3% | -64.0% | -32.9% |
Cumulative growth
Daily Returns
Daily percentage return beside WELL.
Daily Out/Under-Performance
Portfolio return minus WELL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WELL 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 1y: compounded portfolio wealth divided by compounded WELL 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…
1y analysis · Full analysis span regression · 6 months rolling