+1,172.1%
LITE vs ZS
+18.6%
+1,153.4%
-55.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ZS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.7% | -3.1% | +8.7% | +6.2% |
| 7D | -35.9% | -16.9% | -19.0% | -33.5% |
| 30D | -51.5% | -7.4% | -44.1% | -50.4% |
| 3M | -35.7% | +21.6% | -57.3% | -37.7% |
| 6M | -43.0% | +42.4% | -85.3% | -49.0% |
| YTD | +46.1% | -12.1% | +58.2% | +54.6% |
| 1Y | +124.7% | -37.8% | +162.5% | +184.1% |
| 3Y | +1,172.1% | +20.9% | +1,151.1% | +826.4% |
| All | +1,172.1% | +18.6% | +1,153.4% | +826.4% |
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 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