-61.7%
ZTS vs WELL
+214.0%
-275.7%
-69.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WELL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -2.1% | +1.4% | +0.1% |
| 7D | -2.0% | -0.8% | -1.2% | -1.7% |
| 30D | +1.9% | -0.1% | +2.0% | +1.8% |
| 3M | -4.0% | +18.0% | -22.0% | -9.6% |
| 6M | -39.1% | +15.0% | -54.1% | -42.2% |
| YTD | -38.8% | +28.6% | -67.4% | -44.3% |
| 1Y | -49.6% | +42.9% | -92.5% | -56.0% |
| 3Y | -59.0% | +203.0% | -262.0% | -73.5% |
| All | -61.7% | +214.0% | -275.7% | -75.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling