+27.6%
MCK vs ZS
-31.8%
+59.4%
-27.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ZS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.0% | -0.3% | +7.3% | +7.0% |
| 7D | +11.3% | -12.3% | +23.6% | +10.9% |
| 30D | +16.8% | +11.2% | +5.6% | +17.2% |
| 3M | +28.9% | +37.5% | -8.6% | +30.3% |
| 6M | +32.7% | +57.8% | -25.2% | +36.5% |
| YTD | +30.8% | -0.2% | +31.0% | +31.8% |
| 1Y | +27.6% | -31.6% | +59.2% | +32.8% |
| All | +27.6% | -31.8% | +59.4% | +32.8% |
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