+8.9%
FOXA vs ZS
-31.8%
+40.8%
-35.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ZS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.8% | -0.3% | +4.1% | +3.8% |
| 7D | +9.9% | -12.3% | +22.1% | +10.5% |
| 30D | +10.0% | +11.2% | -1.2% | +9.3% |
| 3M | +18.4% | +37.5% | -19.1% | +16.1% |
| 6M | +12.2% | +57.8% | -45.7% | +8.4% |
| YTD | -3.8% | -0.2% | -3.6% | -5.9% |
| 1Y | +8.9% | -31.6% | +40.6% | +5.8% |
| All | +8.9% | -31.8% | +40.8% | +5.8% |
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