+13.5%
U vs ZS
+0.9%
+12.6%
-67.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ZS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | -4.6% | +7.2% | +4.7% |
| 7D | +4.5% | -9.2% | +13.7% | +9.0% |
| 30D | -0.6% | -4.0% | +3.4% | +0.3% |
| 3M | +48.4% | +25.3% | +23.1% | +31.7% |
| 6M | +115.4% | -1.3% | +116.7% | +97.1% |
| YTD | -3.2% | -28.0% | +24.8% | +7.2% |
| 1Y | -6.0% | -42.5% | +36.4% | +18.3% |
| 3Y | +13.5% | +0.7% | +12.7% | -11.0% |
| All | +13.5% | +0.9% | +12.6% | -11.0% |
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