+88.7%
RIG vs ZS
-37.1%
+125.8%
-35.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ZS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | -4.5% | +1.7% | -2.5% |
| 7D | +0.9% | -7.8% | +8.7% | +1.4% |
| 30D | +13.8% | +5.0% | +8.8% | +13.2% |
| 3M | -6.4% | +25.5% | -31.9% | -8.3% |
| 6M | -8.2% | +8.7% | -16.9% | -8.9% |
| YTD | +41.6% | -24.5% | +66.2% | +43.4% |
| 1Y | +88.7% | -36.7% | +125.4% | +109.6% |
| All | +88.7% | -37.1% | +125.8% | +109.6% |
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