+208.1%
C vs ZS
+18.6%
+189.5%
-31.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ZS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -3.1% | +3.6% | +0.9% |
| 7D | -2.4% | -16.9% | +14.5% | -0.4% |
| 30D | -6.0% | -7.4% | +1.5% | -5.4% |
| 3M | -10.5% | +21.6% | -32.1% | -13.5% |
| 6M | -5.7% | +42.4% | -48.1% | -13.1% |
| YTD | +4.1% | -12.1% | +16.3% | +4.8% |
| 1Y | +20.5% | -37.8% | +58.3% | +30.4% |
| 3Y | +208.1% | +20.9% | +187.2% | +172.0% |
| All | +208.1% | +18.6% | +189.5% | +172.0% |
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