-14.6%
TEAM vs ZS
+0.9%
-15.5%
-82.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ZS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.9% | -4.6% | -2.3% | -4.3% |
| 7D | -5.7% | -9.2% | +3.5% | -0.3% |
| 30D | +18.3% | -4.0% | +22.3% | +20.9% |
| 3M | +80.2% | +25.3% | +54.9% | +60.4% |
| 6M | +111.0% | -1.3% | +112.3% | +98.0% |
| YTD | +8.8% | -28.0% | +36.8% | +20.9% |
| 1Y | +2.2% | -42.5% | +44.6% | +25.5% |
| 3Y | -14.6% | +0.7% | -15.3% | -34.2% |
| All | -14.6% | +0.9% | -15.5% | -34.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling