+44.7%
IBKR vs ZS
-37.1%
+81.8%
-18.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ZS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -4.5% | +4.1% | +0.3% |
| 7D | -3.3% | -7.8% | +4.6% | -2.1% |
| 30D | +4.5% | +5.0% | -0.6% | +3.6% |
| 3M | +6.5% | +25.5% | -19.1% | +2.7% |
| 6M | +34.2% | +8.7% | +25.5% | +29.1% |
| YTD | +44.5% | -24.5% | +69.0% | +53.8% |
| 1Y | +44.7% | -36.7% | +81.4% | +64.4% |
| All | +44.7% | -37.1% | +81.8% | +64.4% |
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