+1,735.9%
BE vs ZS
-0.2%
+1,736.1%
-52.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ZS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.6% | -4.6% | +14.3% | +10.2% |
| 7D | +29.8% | -9.2% | +39.0% | +31.2% |
| 30D | +26.4% | -4.0% | +30.4% | +26.4% |
| 3M | +9.3% | +25.3% | -16.0% | +4.5% |
| 6M | +105.1% | -1.3% | +106.4% | +99.3% |
| YTD | +219.0% | -28.0% | +247.0% | +243.2% |
| 1Y | +418.8% | -42.5% | +461.2% | +507.1% |
| All | +1,735.9% | -0.2% | +1,736.1% | +1,427.9% |
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 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