+40.7%
ABBV vs ZS
-31.8%
+72.5%
-15.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ZS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.1% | -0.3% | +3.4% | +3.1% |
| 7D | +3.1% | -12.3% | +15.4% | +2.8% |
| 30D | +11.6% | +11.2% | +0.4% | +11.9% |
| 3M | +21.7% | +37.5% | -15.8% | +22.7% |
| 6M | +43.5% | +57.8% | -14.3% | +46.1% |
| YTD | +32.9% | -0.2% | +33.1% | +40.4% |
| 1Y | +40.7% | -31.6% | +72.3% | +53.4% |
| All | +40.7% | -31.8% | +72.5% | +53.4% |
Cumulative growth
Daily Returns
Daily percentage return beside ZS.
Daily Out/Under-Performance
Portfolio return minus ZS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ZS 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 ZS 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