+18.7%
HOOD vs ZS
-37.1%
+55.7%
-57.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ZS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -4.5% | +2.4% | -0.9% |
| 7D | +17.1% | -7.8% | +25.0% | +19.6% |
| 30D | +31.6% | +5.0% | +26.5% | +29.9% |
| 3M | +38.2% | +25.5% | +12.7% | +30.3% |
| 6M | +48.5% | +8.7% | +39.8% | +35.6% |
| YTD | +8.0% | -24.5% | +32.5% | +14.8% |
| 1Y | +18.7% | -36.7% | +55.4% | +36.8% |
| All | +18.7% | -37.1% | +55.7% | +36.8% |
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