+16.4%
B vs ZS
-39.8%
+56.3%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ZS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.1% | -2.1% | -4.0% | -6.1% |
| 7D | +7.1% | -13.4% | +20.5% | +6.8% |
| 30D | -3.3% | -16.6% | +13.3% | -3.7% |
| 3M | -2.5% | +10.3% | -12.9% | -2.0% |
| 6M | -7.2% | +28.1% | -35.4% | -5.1% |
| YTD | -7.4% | -13.3% | +6.0% | -4.9% |
| 1Y | +16.4% | -40.7% | +57.2% | +12.8% |
| All | +16.4% | -39.8% | +56.3% | +12.8% |
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