+46.0%
F vs ZS
+9.6%
+36.4%
-36.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ZS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -0.4% | +0.5% | +0.1% |
| 7D | -3.1% | -2.6% | -0.5% | -2.9% |
| 30D | 0.0% | -12.8% | +12.9% | +1.0% |
| 3M | -13.2% | +2.3% | -15.5% | -14.2% |
| 6M | -10.2% | +26.3% | -36.5% | -15.2% |
| YTD | -4.9% | -14.4% | +9.5% | -4.1% |
| 1Y | -6.1% | -37.6% | +31.5% | +1.0% |
| 3Y | +46.0% | +8.0% | +37.9% | +18.2% |
| All | +46.0% | +9.6% | +36.4% | +18.2% |
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