-24.7%
STRL vs ZS
-39.8%
+15.2%
-75.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ZS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -2.1% | +1.7% | -0.6% |
| 7D | -19.8% | -13.4% | -6.4% | -21.2% |
| 30D | -43.6% | -16.6% | -27.0% | -44.8% |
| 3M | -45.2% | +10.3% | -55.5% | -43.3% |
| 6M | -65.7% | +28.1% | -93.9% | -62.5% |
| YTD | -5.4% | -13.3% | +7.9% | +14.5% |
| 1Y | -24.7% | -40.7% | +16.1% | -3.1% |
| All | -24.7% | -39.8% | +15.2% | -3.1% |
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