+10.1%
UNH vs ZS
-41.7%
+51.7%
-29.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ZS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | +0.6% | -3.0% | -2.4% |
| 7D | -4.5% | -3.1% | -1.4% | -4.6% |
| 30D | -6.5% | -7.2% | +0.7% | -6.6% |
| 3M | -6.0% | +30.5% | -36.5% | -6.2% |
| 6M | +33.7% | +7.0% | +26.7% | +31.4% |
| YTD | +16.4% | -26.8% | +43.2% | +11.0% |
| 1Y | +10.1% | -42.6% | +52.7% | +6.3% |
| All | +10.1% | -41.7% | +51.7% | +6.3% |
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 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