-10.8%
MDLN vs ZS
-27.1%
+16.3%
-34.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ZS | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -4.5% | +4.5% | +0.1% |
| 7D | +3.7% | -7.8% | +11.5% | +3.9% |
| 30D | -0.2% | +5.0% | -5.2% | -0.4% |
| 3M | +6.2% | +25.5% | -19.3% | +5.7% |
| 6M | -14.7% | +8.7% | -23.4% | -14.9% |
| YTD | -12.9% | -24.5% | +11.6% | -8.9% |
| All | -10.8% | -27.1% | +16.3% | -6.6% |
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 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