+15.0%
GE vs ZS
-42.5%
+57.5%
-20.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ZS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -1.6% | +1.2% | -0.4% |
| 7D | -2.8% | -8.1% | +5.3% | -3.0% |
| 30D | -11.9% | -8.4% | -3.5% | -12.0% |
| 3M | +1.8% | +31.1% | -29.2% | +2.7% |
| 6M | -0.6% | +4.4% | -5.0% | +1.3% |
| YTD | +5.5% | -27.3% | +32.8% | +11.3% |
| 1Y | +15.0% | -41.4% | +56.3% | +25.2% |
| All | +15.0% | -42.5% | +57.5% | +25.2% |
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