-0.3%
SPOT vs ZS
-31.8%
+31.5%
-36.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ZS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.6% | -0.3% | +4.9% | +4.6% |
| 7D | +16.6% | -12.3% | +28.8% | +18.9% |
| 30D | +29.9% | +11.2% | +18.7% | +27.1% |
| 3M | +31.3% | +37.5% | -6.2% | +22.8% |
| 6M | +43.2% | +57.8% | -14.6% | +26.9% |
| YTD | +8.1% | -0.2% | +8.3% | +5.4% |
| 1Y | -0.3% | -31.6% | +31.3% | -1.5% |
| All | -0.3% | -31.8% | +31.5% | -1.5% |
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