+331.2%
CAH vs ZS
+488.9%
-157.6%
-37.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ZS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | -4.6% | +1.9% | -2.5% |
| 7D | +0.5% | -9.2% | +9.7% | +0.9% |
| 30D | +1.7% | -4.0% | +5.7% | +1.8% |
| 3M | +17.9% | +25.3% | -7.4% | +16.4% |
| 6M | +10.9% | -1.3% | +12.2% | +10.2% |
| YTD | +17.9% | -28.0% | +45.9% | +18.9% |
| 1Y | +61.7% | -42.5% | +104.2% | +64.9% |
| 3Y | +183.7% | +0.7% | +183.0% | +178.1% |
| 5Y | +401.3% | -42.3% | +443.6% | +397.0% |
| All | +331.2% | +488.9% | -157.6% | +198.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling