+310.6%
BE vs ZS
-42.5%
+353.1%
-52.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ZS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | -1.6% | -2.4% | -4.2% |
| 7D | +9.7% | -8.1% | +17.8% | +9.1% |
| 30D | +22.4% | -8.4% | +30.8% | +21.7% |
| 3M | +10.4% | +31.1% | -20.7% | +12.6% |
| 6M | +67.9% | +4.4% | +63.5% | +75.9% |
| YTD | +197.5% | -27.3% | +224.8% | +248.0% |
| 1Y | +310.6% | -41.4% | +351.9% | +423.3% |
| All | +310.6% | -42.5% | +353.1% | +423.3% |
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