-62.8%
ZTS vs WSM
+171.2%
-234.0%
-69.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WSM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -1.7% | +1.0% | -0.3% |
| 7D | -4.5% | +0.4% | -4.9% | -4.6% |
| 30D | -3.3% | -10.7% | +7.4% | -1.1% |
| 3M | -9.7% | +8.5% | -18.2% | -11.5% |
| 6M | -38.8% | +19.6% | -58.5% | -41.2% |
| YTD | -41.2% | +26.6% | -67.8% | -44.1% |
| 1Y | -50.3% | +12.0% | -62.3% | -51.8% |
| 3Y | -59.1% | +226.6% | -285.8% | -70.1% |
| 5Y | -62.8% | +174.1% | -236.9% | -72.8% |
| All | -62.8% | +171.2% | -234.0% | -72.8% |
Cumulative growth
Daily Returns
Daily percentage return beside WSM.
Daily Out/Under-Performance
Portfolio return minus WSM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WSM 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 5y: compounded portfolio wealth divided by compounded WSM 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…
5y analysis · Full analysis span regression · 6 months rolling