-18.8%
OPEN vs ZS
+0.9%
-19.7%
-89.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ZS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | -4.6% | +2.1% | -0.9% |
| 7D | +1.0% | -9.2% | +10.2% | +4.4% |
| 30D | -11.9% | -4.0% | -7.9% | -11.2% |
| 3M | -28.8% | +25.3% | -54.1% | -34.8% |
| 6M | -38.6% | -1.3% | -37.3% | -42.6% |
| YTD | -47.3% | -28.0% | -19.3% | -43.6% |
| 1Y | -49.2% | -42.5% | -6.7% | -38.6% |
| 3Y | -18.8% | +0.7% | -19.5% | -46.7% |
| All | -18.8% | +0.9% | -19.7% | -46.7% |
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