+20.1%
CI vs ZS
-39.8%
+59.9%
-12.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ZS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | -2.1% | +4.6% | +2.5% |
| 7D | +2.6% | -13.4% | +16.0% | +2.1% |
| 30D | +7.3% | -16.6% | +23.9% | +6.7% |
| 3M | +9.5% | +10.3% | -0.8% | +9.9% |
| 6M | +6.4% | +28.1% | -21.7% | +8.5% |
| YTD | +12.0% | -13.3% | +25.3% | +10.6% |
| 1Y | +20.1% | -40.7% | +60.8% | +19.8% |
| All | +20.1% | -39.8% | +59.9% | +19.8% |
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