-32.1%
ZTS vs WM
+20.0%
-52.1%
-46.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | -2.1% | -1.2% | -2.2% |
| 7D | -0.4% | +1.2% | -1.6% | -1.0% |
| 30D | +11.7% | +13.1% | -1.4% | +5.4% |
| 3M | +3.5% | +3.6% | -0.2% | +1.3% |
| 6M | -27.6% | +8.1% | -35.7% | -30.4% |
| YTD | -35.5% | +8.9% | -44.4% | -39.0% |
| 1Y | -32.1% | +20.3% | -52.4% | -37.8% |
| All | -32.1% | +20.0% | -52.1% | -37.8% |
Cumulative growth
Daily Returns
Daily percentage return beside WM.
Daily Out/Under-Performance
Portfolio return minus WM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WM 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 WM 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