-8.5%
BX vs ZS
-31.8%
+23.4%
-36.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ZS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.2% | -0.3% | +6.5% | +6.3% |
| 7D | +8.3% | -12.3% | +20.6% | +10.0% |
| 30D | +13.5% | +11.2% | +2.3% | +11.8% |
| 3M | -7.6% | +37.5% | -45.1% | -11.8% |
| 6M | +4.0% | +57.8% | -53.8% | -5.6% |
| YTD | -15.2% | -0.2% | -15.0% | -19.5% |
| 1Y | -8.5% | -31.6% | +23.2% | -12.5% |
| All | -8.5% | -31.8% | +23.4% | -12.5% |
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