+46.7%
REGN vs ZS
-37.1%
+83.8%
-25.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ZS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -4.5% | +2.6% | -2.0% |
| 7D | +4.2% | -7.8% | +12.1% | +4.0% |
| 30D | +7.8% | +5.0% | +2.8% | +8.1% |
| 3M | +31.8% | +25.5% | +6.3% | +33.0% |
| 6M | +5.4% | +8.7% | -3.3% | +6.9% |
| YTD | +7.7% | -24.5% | +32.2% | +11.3% |
| 1Y | +46.7% | -36.7% | +83.4% | +45.0% |
| All | +46.7% | -37.1% | +83.8% | +45.0% |
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 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