-18.6%
FIG vs ZS
+9.6%
-28.2%
-44.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | ZS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.4% | -4.5% | +0.1% | -1.6% |
| 7D | -16.3% | -7.8% | -8.5% | -12.2% |
| 30D | -14.3% | +5.0% | -19.4% | -16.9% |
| 3M | +7.2% | +25.5% | -18.4% | -5.8% |
| 6M | -18.6% | +8.7% | -27.3% | -32.2% |
| All | -18.6% | +9.6% | -28.2% | -32.2% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling