-17.6%
UBER vs ZS
-37.1%
+19.4%
-34.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ZS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -4.5% | +4.2% | +0.1% |
| 7D | -3.9% | -7.8% | +4.0% | -3.3% |
| 30D | +11.1% | +5.0% | +6.1% | +10.3% |
| 3M | +4.9% | +25.5% | -20.6% | +2.3% |
| 6M | -1.2% | +8.7% | -9.9% | -4.6% |
| YTD | -7.3% | -24.5% | +17.2% | -5.6% |
| 1Y | -17.6% | -36.7% | +19.1% | -14.7% |
| All | -17.6% | -37.1% | +19.4% | -14.7% |
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