+214.7%
SNDU vs ZS
+8.1%
+206.7%
-85.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ZS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.6% | +0.6% | -8.3% | -7.5% |
| 7D | -12.7% | -3.1% | -9.6% | -13.5% |
| 30D | +35.8% | -7.2% | +43.0% | +33.4% |
| 3M | -54.8% | +30.5% | -85.3% | -50.2% |
| All | +214.7% | +8.1% | +206.7% | +247.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling