+56.1%
B vs ZS
-41.0%
+97.1%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ZS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +2.6% | -1.5% | +1.1% |
| 7D | +1.0% | -3.8% | +4.9% | +1.0% |
| 30D | +9.5% | -6.0% | +15.5% | +9.5% |
| 3M | +14.3% | +32.0% | -17.7% | +14.4% |
| 6M | -1.9% | +2.1% | -4.0% | 0.0% |
| YTD | +4.1% | -26.2% | +30.2% | +8.6% |
| 1Y | +56.1% | -41.2% | +97.3% | +60.2% |
| All | +56.1% | -41.0% | +97.1% | +60.2% |
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