+39.7%
GLW vs ZS
-39.0%
+78.7%
-59.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ZS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.5% | -0.4% | -4.1% | -4.6% |
| 7D | +7.5% | -2.6% | +10.1% | +7.2% |
| 30D | -19.0% | -12.8% | -6.2% | -20.1% |
| 3M | -27.9% | +2.3% | -30.2% | -25.7% |
| 6M | -44.6% | +26.3% | -70.8% | -39.4% |
| YTD | +31.0% | -14.4% | +45.4% | +58.4% |
| 1Y | +39.7% | -37.6% | +77.4% | +81.3% |
| All | +39.7% | -39.0% | +78.7% | +81.3% |
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 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