+1,683.3%
BE vs ZS
+2.4%
+1,681.0%
-52.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2023-09-09 to 2026-09-09.
| Period | Portfolio | ZS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | +2.6% | -5.4% | -3.2% |
| 7D | +23.9% | -3.8% | +27.8% | +24.4% |
| 30D | +27.8% | -6.0% | +33.8% | +28.4% |
| 3M | +3.7% | +32.0% | -28.3% | -1.6% |
| 6M | +78.0% | +2.1% | +75.8% | +72.0% |
| YTD | +209.9% | -26.2% | +236.1% | +232.2% |
| 1Y | +389.6% | -41.2% | +430.8% | +471.6% |
| All | +1,683.3% | +2.4% | +1,681.0% | +1,379.2% |
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 2023-09-09 to 2026-09-09: 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…
2023-09-09 to 2026-09-09 analysis · Full analysis span regression · 6 months rolling