-41.4%
OPEN vs ZS
+9.6%
-51.0%
-89.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ZS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.6% | -0.4% | -3.3% | -3.5% |
| 7D | -15.0% | -2.6% | -12.4% | -14.3% |
| 30D | -40.2% | -12.8% | -27.4% | -37.6% |
| 3M | -67.4% | +2.3% | -69.7% | -68.1% |
| 6M | -74.0% | +26.3% | -100.3% | -77.7% |
| YTD | -79.6% | -14.4% | -65.2% | -79.6% |
| 1Y | -86.1% | -37.6% | -48.5% | -83.7% |
| 3Y | -41.4% | +8.0% | -49.4% | -54.0% |
| All | -41.4% | +9.6% | -51.0% | -54.0% |
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