-26.7%
ZTS vs WMB
+22.7%
-49.4%
-46.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.5% | -6.4% | +13.8% | +6.4% |
| 7D | +15.4% | -8.6% | +24.1% | +14.0% |
| 30D | +25.8% | -4.2% | +29.9% | +24.4% |
| 3M | +18.1% | -4.4% | +22.5% | +16.6% |
| 6M | -19.7% | -8.7% | -11.1% | -20.4% |
| YTD | -27.5% | +15.4% | -42.9% | -26.2% |
| 1Y | -26.7% | +23.7% | -50.5% | -26.0% |
| All | -26.7% | +22.7% | -49.4% | -26.0% |
Cumulative growth
Daily Returns
Daily percentage return beside WMB.
Daily Out/Under-Performance
Portfolio return minus WMB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WMB 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 WMB 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