+100.5%
FLEX vs ZS
-41.0%
+141.5%
-36.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ZS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | +2.6% | -4.0% | -1.3% |
| 7D | +6.4% | -3.8% | +10.2% | +6.2% |
| 30D | -5.9% | -6.0% | +0.1% | -6.1% |
| 3M | -23.5% | +32.0% | -55.4% | -21.5% |
| 6M | +83.7% | +2.1% | +81.6% | +90.2% |
| YTD | +86.5% | -26.2% | +112.6% | +103.9% |
| 1Y | +100.5% | -41.2% | +141.7% | +126.9% |
| All | +100.5% | -41.0% | +141.5% | +126.9% |
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 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