+77.4%
LNG vs ZS
+1.4%
+76.0%
-24.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ZS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +0.6% | -0.5% | +0.1% |
| 7D | -4.7% | -3.1% | -1.6% | -4.5% |
| 30D | +3.8% | -7.2% | +11.0% | +4.2% |
| 3M | +16.2% | +30.5% | -14.3% | +13.8% |
| 6M | +11.7% | +7.0% | +4.7% | +10.0% |
| YTD | +44.2% | -26.8% | +71.1% | +47.1% |
| 1Y | +18.6% | -42.6% | +61.2% | +23.8% |
| 3Y | +77.4% | -0.3% | +77.7% | +72.1% |
| All | +77.4% | +1.4% | +76.0% | +72.1% |
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