+43.3%
SHEL vs ZS
-31.8%
+75.1%
-18.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ZS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -0.3% | -2.0% | -2.2% |
| 7D | -3.2% | -12.3% | +9.1% | -3.2% |
| 30D | +5.5% | +11.2% | -5.7% | +5.6% |
| 3M | +14.4% | +37.5% | -23.1% | +14.4% |
| 6M | +16.2% | +57.8% | -41.7% | +16.9% |
| YTD | +42.4% | -0.2% | +42.6% | +43.2% |
| 1Y | +43.3% | -31.6% | +74.9% | +44.2% |
| All | +43.3% | -31.8% | +75.1% | +44.2% |
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