+25.0%
FLEX vs ZS
-31.8%
+56.8%
-52.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ZS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -12.3% | -0.3% | -12.0% | -12.3% |
| 7D | -17.0% | -12.3% | -4.7% | -17.8% |
| 30D | -33.8% | +11.2% | -45.1% | -33.1% |
| 3M | -39.0% | +37.5% | -76.5% | -36.7% |
| 6M | -15.9% | +57.8% | -73.7% | -10.1% |
| YTD | +27.8% | -0.2% | +28.1% | +41.6% |
| 1Y | +25.0% | -31.6% | +56.6% | +45.2% |
| All | +25.0% | -31.8% | +56.8% | +45.2% |
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 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