+84.6%
MRK vs ZS
-31.8%
+116.4%
-11.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ZS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.9% | -0.3% | +4.2% | +3.9% |
| 7D | +6.7% | -12.3% | +19.0% | +6.0% |
| 30D | +7.8% | +11.2% | -3.5% | +8.3% |
| 3M | +18.2% | +37.5% | -19.3% | +20.4% |
| 6M | +34.7% | +57.8% | -23.2% | +40.8% |
| YTD | +45.8% | -0.2% | +46.0% | +54.4% |
| 1Y | +84.6% | -31.6% | +116.2% | +115.3% |
| All | +84.6% | -31.8% | +116.4% | +115.3% |
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