+270.6%
C vs ZS
+8.5%
+262.1%
-31.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ZS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -4.5% | +4.2% | +0.3% |
| 7D | +3.6% | -7.8% | +11.5% | +4.7% |
| 30D | +0.1% | +5.0% | -5.0% | -0.9% |
| 3M | +2.4% | +25.5% | -23.1% | -1.4% |
| 6M | +24.9% | +8.7% | +16.2% | +20.1% |
| YTD | +19.8% | -24.5% | +44.3% | +23.6% |
| 1Y | +44.9% | -36.7% | +81.6% | +53.8% |
| All | +270.6% | +8.5% | +262.1% | +235.4% |
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 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