-17.4%
GIS vs ZS
-31.8%
+14.5%
-33.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ZS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.2% | -0.3% | +5.5% | +5.2% |
| 7D | +8.5% | -12.3% | +20.7% | +8.5% |
| 30D | +15.3% | +11.2% | +4.1% | +15.1% |
| 3M | +0.9% | +37.5% | -36.6% | +0.6% |
| 6M | +7.9% | +57.8% | -49.9% | +8.1% |
| YTD | -17.6% | -0.2% | -17.4% | -21.2% |
| 1Y | -17.4% | -31.6% | +14.3% | -23.0% |
| All | -17.4% | -31.8% | +14.5% | -23.0% |
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 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