+51.3%
GEV vs ZS
-41.7%
+93.0%
-24.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ZS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.6% | +0.6% | +3.0% | +3.6% |
| 7D | +1.6% | -3.1% | +4.7% | +1.6% |
| 30D | -7.9% | -7.2% | -0.7% | -8.0% |
| 3M | +5.6% | +30.5% | -24.9% | +6.3% |
| 6M | +13.1% | +7.0% | +6.1% | +16.3% |
| YTD | +46.7% | -26.8% | +73.6% | +60.3% |
| 1Y | +51.3% | -42.6% | +93.9% | +71.9% |
| All | +51.3% | -41.7% | +93.0% | +71.9% |
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