+360.5%
BE vs ZS
-37.1%
+397.6%
-52.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ZS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.4% | -4.5% | +11.9% | +7.0% |
| 7D | +20.0% | -7.8% | +27.8% | +19.2% |
| 30D | +7.9% | +5.0% | +2.9% | +8.5% |
| 3M | -13.2% | +25.5% | -38.7% | -11.4% |
| 6M | +53.5% | +8.7% | +44.8% | +61.3% |
| YTD | +191.0% | -24.5% | +215.5% | +237.3% |
| 1Y | +360.5% | -36.7% | +397.2% | +494.9% |
| All | +360.5% | -37.1% | +397.6% | +494.9% |
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