+494.2%
FIX vs ZS
+9.6%
+484.6%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ZS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -0.4% | -1.0% | -1.3% |
| 7D | +9.4% | -2.6% | +12.1% | +9.9% |
| 30D | -27.8% | -12.8% | -14.9% | -26.4% |
| 3M | -35.6% | +2.3% | -37.8% | -36.1% |
| 6M | -45.2% | +26.3% | -71.5% | -49.4% |
| YTD | +19.5% | -14.4% | +33.9% | +25.4% |
| 1Y | +24.2% | -37.6% | +61.9% | +49.0% |
| 3Y | +494.2% | +8.0% | +486.1% | +410.9% |
| All | +494.2% | +9.6% | +484.6% | +410.9% |
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