+96.7%
META vs ZS
+11.0%
+85.7%
-34.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ZS | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -2.1% | +2.1% | +0.4% |
| 7D | +3.3% | -13.4% | +16.7% | +5.8% |
| 30D | -10.8% | -16.6% | +5.9% | -8.2% |
| 3M | +7.9% | +10.3% | -2.4% | +5.0% |
| 6M | +5.4% | +28.1% | -22.7% | -3.7% |
| YTD | -2.6% | -13.3% | +10.8% | -1.6% |
| 1Y | +1.9% | -40.7% | +42.6% | +16.5% |
| All | +96.7% | +11.0% | +85.7% | +75.5% |
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