+118.6%
EQT vs ZS
+494.5%
-375.9%
-83.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ZS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -1.6% | +2.2% | +0.7% |
| 7D | -1.2% | -8.1% | +6.9% | -0.5% |
| 30D | +1.1% | -8.4% | +9.5% | +1.6% |
| 3M | +4.8% | +31.1% | -26.3% | +2.1% |
| 6M | -10.6% | +4.4% | -15.0% | -12.0% |
| YTD | +3.4% | -27.3% | +30.8% | +4.7% |
| 1Y | +8.7% | -41.4% | +50.0% | +11.9% |
| 3Y | +35.0% | +1.7% | +33.3% | +30.7% |
| 5Y | +204.2% | -39.6% | +243.8% | +195.1% |
| All | +118.6% | +494.5% | -375.9% | +63.4% |
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 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