+117.4%
COIN vs ZS
+1.4%
+116.0%
-66.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ZS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +0.6% | +1.1% | +1.4% |
| 7D | -5.1% | -3.1% | -2.0% | -3.6% |
| 30D | +17.6% | -7.2% | +24.8% | +21.7% |
| 3M | +9.2% | +30.5% | -21.2% | -5.6% |
| 6M | -11.8% | +7.0% | -18.7% | -22.7% |
| YTD | -22.5% | -26.8% | +4.3% | -13.6% |
| 1Y | -45.9% | -42.6% | -3.3% | -29.7% |
| 3Y | +117.4% | -0.3% | +117.7% | +93.6% |
| All | +117.4% | +1.4% | +116.0% | +93.6% |
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