-21.0%
BSX vs ZS
+0.7%
-21.8%
-60.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ZS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | -1.6% | -2.6% | -3.9% |
| 7D | -8.2% | -8.1% | -0.1% | -7.1% |
| 30D | -15.8% | -8.4% | -7.4% | -14.9% |
| 3M | -10.8% | +31.1% | -41.9% | -14.8% |
| 6M | -38.4% | +4.4% | -42.8% | -39.1% |
| YTD | -54.8% | -27.3% | -27.5% | -53.3% |
| 1Y | -59.0% | -41.4% | -17.7% | -56.6% |
| All | -21.0% | +0.7% | -21.8% | -27.1% |
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