+81.9%
UBER vs ZS
-43.4%
+125.3%
-57.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ZS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | -1.6% | +3.7% | +2.6% |
| 7D | -4.5% | -8.1% | +3.6% | -2.0% |
| 30D | -7.6% | -8.4% | +0.8% | -5.8% |
| 3M | +5.8% | +31.1% | -25.3% | -4.4% |
| 6M | +0.3% | +4.4% | -4.1% | -7.2% |
| YTD | -11.2% | -27.3% | +16.1% | -7.4% |
| 1Y | -23.0% | -41.4% | +18.4% | -13.6% |
| 3Y | +53.6% | +1.7% | +51.9% | +32.3% |
| 5Y | +81.9% | -39.6% | +121.5% | +71.5% |
| All | +81.9% | -43.4% | +125.3% | +71.5% |
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