+138.0%
HOOD vs ZS
-43.2%
+181.2%
-80.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ZS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | -2.1% | -0.3% | -1.4% |
| 7D | -5.1% | -13.4% | +8.3% | +1.7% |
| 30D | -25.4% | -16.6% | -8.8% | -19.0% |
| 3M | -14.0% | +10.3% | -24.3% | -19.7% |
| 6M | +5.6% | +28.1% | -22.5% | -14.9% |
| YTD | -28.1% | -13.3% | -14.8% | -30.0% |
| 1Y | -40.1% | -40.7% | +0.6% | -29.0% |
| 3Y | +888.2% | +11.4% | +876.9% | +723.8% |
| All | +138.0% | -43.2% | +181.2% | +132.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling