-49.6%
ZTS vs WPM
+53.7%
-103.3%
-52.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WPM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -1.1% | +0.4% | -0.6% |
| 7D | -2.0% | +1.1% | -3.1% | -2.0% |
| 30D | +1.9% | +26.4% | -24.4% | +1.4% |
| 3M | -4.0% | +20.8% | -24.8% | -4.1% |
| 6M | -39.1% | +1.1% | -40.2% | -38.4% |
| YTD | -38.8% | +32.5% | -71.3% | -39.5% |
| 1Y | -49.6% | +51.5% | -101.1% | -51.4% |
| All | -49.6% | +53.7% | -103.3% | -51.4% |
Cumulative growth
Daily Returns
Daily percentage return beside WPM.
Daily Out/Under-Performance
Portfolio return minus WPM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WPM 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 WPM 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