+7.7%
GEHC vs ZS
+36.2%
-28.5%
-37.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ZS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -1.6% | +0.2% | -1.2% |
| 7D | -7.9% | -8.1% | +0.2% | -6.9% |
| 30D | -11.7% | -8.4% | -3.3% | -10.9% |
| 3M | +0.8% | +31.1% | -30.3% | -3.0% |
| 6M | -11.6% | +4.4% | -16.0% | -14.0% |
| YTD | -21.6% | -27.3% | +5.8% | -19.2% |
| 1Y | -15.3% | -41.4% | +26.1% | -9.7% |
| 3Y | -0.5% | +1.7% | -2.2% | -5.7% |
| All | +7.7% | +36.2% | -28.5% | -6.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling