+44.6%
SLB vs ZS
-41.8%
+86.4%
-22.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ZS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.3% | +0.2% | -0.1% |
| 7D | +2.6% | -5.2% | +7.8% | +2.6% |
| 30D | +4.4% | -15.5% | +19.9% | +4.6% |
| 3M | -2.7% | +9.0% | -11.7% | -2.0% |
| 6M | -7.5% | +32.2% | -39.7% | -5.3% |
| YTD | +34.8% | -14.1% | +48.9% | +40.1% |
| 1Y | +44.6% | -39.1% | +83.7% | +55.8% |
| All | +44.6% | -41.8% | +86.4% | +55.8% |
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