-40.8%
SOFI vs ZS
-31.8%
-9.0%
-55.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ZS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.6% | -0.3% | +3.9% | +3.7% |
| 7D | +1.4% | -12.3% | +13.7% | +4.2% |
| 30D | +9.2% | +11.2% | -2.0% | +6.3% |
| 3M | -7.1% | +37.5% | -44.6% | -14.3% |
| 6M | +7.3% | +57.8% | -50.6% | -9.8% |
| YTD | -33.6% | -0.2% | -33.4% | -34.0% |
| 1Y | -40.8% | -31.6% | -9.2% | -28.5% |
| All | -40.8% | -31.8% | -9.0% | -28.5% |
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