+304.4%
FLEX vs ZS
+13.9%
+290.5%
-58.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ZS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +12.0% | +0.7% | +11.3% | +11.9% |
| 7D | -7.2% | -11.1% | +3.9% | -5.7% |
| 30D | -34.8% | -14.8% | -19.9% | -33.5% |
| 3M | -35.6% | +18.0% | -53.6% | -36.8% |
| 6M | -45.0% | +30.8% | -75.9% | -48.2% |
| YTD | +29.4% | -11.5% | +40.9% | +35.2% |
| 1Y | +24.8% | -37.8% | +62.6% | +46.5% |
| 3Y | +304.4% | +16.6% | +287.8% | +267.9% |
| All | +304.4% | +13.9% | +290.5% | +267.9% |
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