+166.1%
B vs ZS
+18.6%
+147.5%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ZS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -3.1% | +3.6% | +0.7% |
| 7D | +9.6% | -16.9% | +26.5% | +10.6% |
| 30D | +3.5% | -7.4% | +11.0% | +3.8% |
| 3M | -1.6% | +21.6% | -23.1% | -3.2% |
| 6M | -1.7% | +42.4% | -44.0% | -5.2% |
| YTD | -5.3% | -12.1% | +6.8% | -3.7% |
| 1Y | +27.2% | -37.8% | +65.0% | +35.5% |
| 3Y | +166.1% | +20.9% | +145.2% | +165.1% |
| All | +166.1% | +18.6% | +147.5% | +165.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling