-57.9%
ZTS vs WMB
+146.4%
-204.3%
-63.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +0.1% | -0.8% | -0.6% |
| 7D | -2.0% | +0.6% | -2.5% | -2.1% |
| 30D | +1.9% | +3.3% | -1.3% | +1.4% |
| 3M | -4.0% | +3.1% | -7.1% | -4.6% |
| 6M | -39.1% | -0.7% | -38.4% | -39.1% |
| YTD | -38.8% | +25.2% | -64.0% | -40.9% |
| 1Y | -49.6% | +32.9% | -82.4% | -51.8% |
| All | -57.9% | +146.4% | -204.3% | -67.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling