+55.3%
BE vs ZS
-31.8%
+87.1%
-52.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ZS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.4% | -0.3% | -6.1% | -6.4% |
| 7D | -12.1% | -12.3% | +0.1% | -13.7% |
| 30D | -30.1% | +11.2% | -41.3% | -28.9% |
| 3M | -12.1% | +37.5% | -49.7% | -7.0% |
| 6M | -30.6% | +57.8% | -88.4% | -22.9% |
| YTD | +130.6% | -0.2% | +130.8% | +173.1% |
| 1Y | +55.3% | -31.6% | +86.9% | +86.8% |
| All | +55.3% | -31.8% | +87.1% | +86.8% |
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