+55.8%
DOCS vs ZS
+22.4%
+33.4%
-78.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ZS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.3% | -9.2% | +4.9% | -1.7% |
| 7D | -1.3% | -17.7% | +16.4% | +4.1% |
| 30D | +19.4% | -3.9% | +23.3% | +20.2% |
| 3M | +53.4% | +26.1% | +27.3% | +41.5% |
| 6M | +28.8% | +44.2% | -15.5% | +8.5% |
| YTD | -25.1% | -9.4% | -15.7% | -27.0% |
| 1Y | -48.1% | -37.1% | -11.1% | -43.3% |
| All | +55.8% | +22.4% | +33.4% | +9.4% |
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