+262.7%
GE vs ZS
+2.4%
+260.4%
-21.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ZS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | +2.6% | -5.4% | -3.1% |
| 7D | -1.2% | -3.8% | +2.6% | -0.9% |
| 30D | -11.3% | -6.0% | -5.3% | -10.9% |
| 3M | -1.4% | +32.0% | -33.4% | -4.6% |
| 6M | +1.2% | +2.1% | -0.9% | -0.6% |
| YTD | +5.9% | -26.2% | +32.1% | +10.6% |
| 1Y | +18.4% | -41.2% | +59.6% | +29.2% |
| All | +262.7% | +2.4% | +260.4% | +227.3% |
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