+139.2%
UAL vs ZS
-42.1%
+181.3%
-49.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ZS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | -4.5% | +7.0% | +3.5% |
| 7D | +0.7% | -7.8% | +8.5% | +2.3% |
| 30D | -16.1% | +5.0% | -21.1% | -17.4% |
| 3M | +6.1% | +25.5% | -19.4% | +0.2% |
| 6M | +10.8% | +8.7% | +2.1% | +3.6% |
| YTD | -0.4% | -24.5% | +24.1% | +2.0% |
| 1Y | +5.0% | -36.7% | +41.7% | +11.8% |
| 3Y | +124.0% | +7.2% | +116.8% | +102.6% |
| All | +139.2% | -42.1% | +181.3% | +132.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling