+17.5%
GEHC vs ZS
+10.0%
+7.5%
-37.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ZS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -0.3% | -0.6% | -0.9% |
| 7D | -2.3% | -5.2% | +2.9% | -1.7% |
| 30D | +19.0% | -15.5% | +34.5% | +21.0% |
| 3M | +13.3% | +9.0% | +4.3% | +11.2% |
| 6M | +31.5% | +32.2% | -0.7% | +23.6% |
| YTD | 0.0% | -14.1% | +14.1% | +1.2% |
| 1Y | +9.4% | -39.1% | +48.4% | +19.0% |
| All | +17.5% | +10.0% | +7.5% | -0.1% |
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