+205.7%
ZTS vs WPM
+343.6%
-137.9%
-70.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WPM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -0.3% | +1.3% | +1.1% |
| 7D | +5.6% | -3.6% | +9.1% | +5.9% |
| 30D | +12.1% | +1.4% | +10.6% | +11.8% |
| 3M | +11.3% | -0.2% | +11.4% | +11.0% |
| 6M | +14.3% | -7.3% | +21.6% | +14.4% |
| YTD | -31.9% | +12.3% | -44.2% | -33.2% |
| 1Y | -29.3% | +24.9% | -54.2% | -31.3% |
| 3Y | -48.0% | +210.4% | -258.4% | -53.7% |
| 5Y | -58.9% | +210.4% | -269.2% | -63.7% |
| 10Y | +81.7% | +731.7% | -650.0% | +53.8% |
| All | +205.7% | +343.6% | -137.9% | +169.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling