+39.4%
SHEL vs ZS
-41.7%
+81.0%
-18.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ZS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +0.6% | +0.2% | +0.8% |
| 7D | +4.1% | -3.1% | +7.2% | +4.1% |
| 30D | +8.4% | -7.2% | +15.6% | +8.3% |
| 3M | +13.7% | +30.5% | -16.8% | +13.3% |
| 6M | +12.7% | +7.0% | +5.7% | +13.4% |
| YTD | +35.3% | -26.8% | +62.2% | +35.7% |
| 1Y | +39.4% | -42.6% | +82.0% | +41.9% |
| All | +39.4% | -41.7% | +81.0% | +41.9% |
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