-1.6%
MDLN vs ZS
-3.6%
+2.0%
-36.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ZS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +18.4% | -0.3% | +18.7% | +18.4% |
| 7D | +24.7% | -12.3% | +36.9% | +25.1% |
| 30D | +12.7% | +11.2% | +1.5% | +12.2% |
| 3M | -4.0% | +37.5% | -41.5% | -5.2% |
| 6M | -8.7% | +57.8% | -66.5% | -9.8% |
| YTD | -3.9% | -0.2% | -3.7% | -0.7% |
| All | -1.6% | -3.6% | +2.0% | +1.8% |
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