+206.7%
UAL vs ZS
+18.6%
+188.0%
-49.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ZS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | -3.1% | +5.1% | +2.5% |
| 7D | +8.2% | -16.9% | +25.0% | +11.4% |
| 30D | +2.3% | -7.4% | +9.8% | +3.3% |
| 3M | -12.7% | +21.6% | -34.2% | -16.7% |
| 6M | +12.7% | +42.4% | -29.7% | -1.2% |
| YTD | +0.8% | -12.1% | +12.9% | +2.1% |
| 1Y | +17.8% | -37.8% | +55.6% | +34.1% |
| 3Y | +206.7% | +20.9% | +185.8% | +146.3% |
| All | +206.7% | +18.6% | +188.0% | +146.3% |
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