+15.5%
GEHC vs ZS
+41.5%
-26.0%
-37.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ZS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -4.5% | +3.3% | -0.7% |
| 7D | -4.0% | -7.8% | +3.8% | -3.1% |
| 30D | -2.0% | +5.0% | -7.0% | -2.7% |
| 3M | +8.0% | +25.5% | -17.6% | +4.5% |
| 6M | -12.8% | +8.7% | -21.5% | -15.6% |
| YTD | -15.9% | -24.5% | +8.6% | -13.8% |
| 1Y | -6.9% | -36.7% | +29.8% | -1.9% |
| 3Y | 0.0% | +7.2% | -7.3% | -5.9% |
| All | +15.5% | +41.5% | -26.0% | +0.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling