+992.6%
HOOD vs ZS
+0.9%
+991.7%
-57.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ZS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.9% | -4.6% | +0.7% | -1.8% |
| 7D | +13.4% | -9.2% | +22.6% | +18.6% |
| 30D | +25.8% | -4.0% | +29.8% | +27.7% |
| 3M | +38.0% | +25.3% | +12.7% | +23.2% |
| 6M | +52.2% | -1.3% | +53.5% | +39.8% |
| YTD | +3.7% | -28.0% | +31.7% | +15.1% |
| 1Y | +0.1% | -42.5% | +42.5% | +26.8% |
| 3Y | +992.6% | +0.7% | +991.8% | +870.5% |
| All | +992.6% | +0.9% | +991.7% | +870.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling