+174.6%
ZTS vs WPM
+423.0%
-248.4%
-69.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WPM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -1.1% | +0.4% | -0.5% |
| 7D | -2.0% | +1.1% | -3.1% | -2.1% |
| 30D | +1.9% | +26.4% | -24.4% | 0.0% |
| 3M | -4.0% | +20.8% | -24.8% | -5.7% |
| 6M | -39.1% | +1.1% | -40.2% | -39.4% |
| YTD | -38.8% | +32.5% | -71.3% | -40.6% |
| 1Y | -49.6% | +51.5% | -101.1% | -51.7% |
| 3Y | -59.0% | +267.0% | -326.0% | -63.9% |
| 5Y | -61.8% | +250.1% | -311.9% | -66.5% |
| 10Y | +61.4% | +540.4% | -478.9% | +36.7% |
| All | +174.6% | +423.0% | -248.4% | +139.3% |
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