+222.1%
LNG vs ZS
-38.5%
+260.6%
-24.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ZS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +0.6% | -0.5% | +0.1% |
| 7D | -4.7% | -3.1% | -1.6% | -4.4% |
| 30D | +3.8% | -7.2% | +11.0% | +4.3% |
| 3M | +16.2% | +30.5% | -14.3% | +13.3% |
| 6M | +11.7% | +7.0% | +4.7% | +9.5% |
| YTD | +44.2% | -26.8% | +71.1% | +46.2% |
| 1Y | +18.6% | -42.6% | +61.2% | +22.8% |
| 3Y | +77.4% | -0.3% | +77.7% | +71.5% |
| All | +222.1% | -38.5% | +260.6% | +226.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling