-58.8%
ZTS vs WPM
+269.6%
-328.4%
-63.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WPM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | +0.1% | -3.1% | -3.0% |
| 7D | -4.8% | +7.0% | -11.8% | -5.1% |
| 30D | +1.2% | +15.7% | -14.5% | +0.4% |
| 3M | -6.0% | +35.2% | -41.2% | -7.7% |
| 6M | -38.7% | +6.1% | -44.8% | -38.7% |
| YTD | -40.6% | +32.6% | -73.2% | -41.9% |
| 1Y | -50.6% | +46.9% | -97.5% | -52.2% |
| All | -58.8% | +269.6% | -328.4% | -64.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling