-26.6%
OWL vs ZS
-31.8%
+5.2%
-49.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ZS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.1% | -0.3% | +3.4% | +3.1% |
| 7D | +10.1% | -12.3% | +22.4% | +12.3% |
| 30D | +18.7% | +11.2% | +7.5% | +16.1% |
| 3M | -6.2% | +37.5% | -43.7% | -12.0% |
| 6M | +9.8% | +57.8% | -48.1% | -3.7% |
| YTD | -24.2% | -0.2% | -24.0% | -29.0% |
| 1Y | -26.6% | -31.6% | +5.1% | -30.1% |
| All | -26.6% | -31.8% | +5.2% | -30.1% |
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