+58.9%
BNY vs ZS
-37.1%
+96.0%
-10.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ZS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -4.5% | +4.8% | +0.4% |
| 7D | +1.4% | -7.8% | +9.3% | +1.7% |
| 30D | +3.8% | +5.0% | -1.2% | +3.6% |
| 3M | +14.9% | +25.5% | -10.6% | +13.8% |
| 6M | +40.3% | +8.7% | +31.6% | +39.4% |
| YTD | +43.8% | -24.5% | +68.3% | +43.8% |
| 1Y | +58.9% | -36.7% | +95.6% | +58.2% |
| All | +58.9% | -37.1% | +96.0% | +58.2% |
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 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