+91.0%
UNH vs ZS
+498.3%
-407.3%
-61.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ZS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | +0.6% | -3.0% | -2.4% |
| 7D | -4.5% | -3.1% | -1.4% | -4.4% |
| 30D | -6.5% | -7.2% | +0.7% | -6.3% |
| 3M | -6.0% | +30.5% | -36.5% | -7.6% |
| 6M | +33.7% | +7.0% | +26.7% | +31.8% |
| YTD | +16.4% | -26.8% | +43.2% | +17.1% |
| 1Y | +10.1% | -42.6% | +52.7% | +12.3% |
| 3Y | -16.3% | -0.3% | -16.0% | -18.5% |
| 5Y | +2.1% | -39.2% | +41.3% | +0.2% |
| All | +91.0% | +498.3% | -407.3% | +45.9% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling