+52.7%
UAL vs ZS
+488.9%
-436.2%
-79.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ZS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | -4.6% | +1.8% | -2.2% |
| 7D | +3.5% | -9.2% | +12.7% | +4.8% |
| 30D | -16.5% | -4.0% | -12.5% | -16.2% |
| 3M | +2.8% | +25.3% | -22.5% | -0.9% |
| 6M | +17.6% | -1.3% | +18.9% | +14.6% |
| YTD | -3.2% | -28.0% | +24.8% | -1.3% |
| 1Y | +0.4% | -42.5% | +42.9% | +5.6% |
| 3Y | +128.2% | +0.7% | +127.4% | +119.0% |
| 5Y | +137.7% | -42.3% | +180.0% | +130.0% |
| All | +52.7% | +488.9% | -436.2% | +24.4% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling