+521.0%
LITE vs ZS
-37.1%
+558.1%
-42.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ZS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.0% | -4.5% | +8.5% | +3.5% |
| 7D | -1.5% | -7.8% | +6.3% | -2.4% |
| 30D | +6.7% | +5.0% | +1.6% | +7.4% |
| 3M | -6.8% | +25.5% | -32.3% | -4.1% |
| 6M | +29.4% | +8.7% | +20.7% | +35.8% |
| YTD | +139.1% | -24.5% | +163.6% | +172.3% |
| 1Y | +521.0% | -36.7% | +557.7% | +603.2% |
| All | +521.0% | -37.1% | +558.1% | +603.2% |
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