+25.4%
UAL vs ZS
-39.8%
+65.2%
-29.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ZS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -2.1% | +2.2% | +0.2% |
| 7D | +12.5% | -13.4% | +25.9% | +12.6% |
| 30D | +12.2% | -16.6% | +28.8% | +12.2% |
| 3M | -2.6% | +10.3% | -12.9% | -2.4% |
| 6M | +21.1% | +28.1% | -7.1% | +18.6% |
| YTD | +7.8% | -13.3% | +21.2% | +9.6% |
| 1Y | +25.4% | -40.7% | +66.1% | +28.4% |
| All | +25.4% | -39.8% | +65.2% | +28.4% |
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 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