-47.1%
OPEN vs ZS
-37.1%
-10.1%
-71.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ZS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -4.5% | +5.1% | +1.6% |
| 7D | -4.3% | -7.8% | +3.6% | -2.6% |
| 30D | -16.2% | +5.0% | -21.3% | -17.4% |
| 3M | -36.4% | +25.5% | -61.9% | -39.5% |
| 6M | -35.5% | +8.7% | -44.2% | -40.6% |
| YTD | -46.0% | -24.5% | -21.5% | -41.6% |
| 1Y | -47.1% | -36.7% | -10.4% | -50.1% |
| All | -47.1% | -37.1% | -10.1% | -50.1% |
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