+45.6%
C vs ZS
-41.1%
+86.8%
-14.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ZS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -4.6% | +3.9% | -0.5% |
| 7D | +3.2% | -9.2% | +12.4% | +3.6% |
| 30D | +1.3% | -4.0% | +5.3% | +1.4% |
| 3M | +3.1% | +25.3% | -22.2% | +1.8% |
| 6M | +29.6% | -1.3% | +30.9% | +29.3% |
| YTD | +19.0% | -28.0% | +47.0% | +20.3% |
| 1Y | +45.6% | -42.5% | +88.1% | +49.4% |
| All | +45.6% | -41.1% | +86.8% | +49.4% |
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