+57.3%
LLY vs ZS
-31.8%
+89.2%
-23.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ZS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -0.3% | +0.9% | +0.6% |
| 7D | +10.1% | -12.3% | +22.3% | +10.0% |
| 30D | +24.0% | +11.2% | +12.8% | +23.8% |
| 3M | +27.3% | +37.5% | -10.2% | +26.9% |
| 6M | +47.0% | +57.8% | -10.9% | +46.3% |
| YTD | +32.6% | -0.2% | +32.8% | +42.7% |
| 1Y | +57.3% | -31.6% | +89.0% | +79.2% |
| All | +57.3% | -31.8% | +89.2% | +79.2% |
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