+51.9%
DOW vs ZS
-31.8%
+83.7%
-34.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ZS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | -0.3% | -2.9% | -3.2% |
| 7D | -4.2% | -12.3% | +8.1% | -4.2% |
| 30D | +14.7% | +11.2% | +3.5% | +14.8% |
| 3M | +9.1% | +37.5% | -28.4% | +9.4% |
| 6M | -17.7% | +57.8% | -75.5% | -16.5% |
| YTD | +44.6% | -0.2% | +44.8% | +44.6% |
| 1Y | +51.9% | -31.6% | +83.5% | +48.5% |
| All | +51.9% | -31.8% | +83.7% | +48.5% |
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