+4.6%
UNH vs ZS
-43.4%
+48.0%
-61.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ZS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -1.6% | +0.4% | -1.2% |
| 7D | -3.2% | -8.1% | +4.9% | -2.9% |
| 30D | -3.5% | -8.4% | +5.0% | -3.2% |
| 3M | -4.2% | +31.1% | -35.2% | -5.2% |
| 6M | +38.3% | +4.4% | +33.9% | +37.0% |
| YTD | +19.2% | -27.3% | +46.5% | +19.6% |
| 1Y | +15.0% | -41.4% | +56.3% | +16.3% |
| 3Y | -14.5% | +1.7% | -16.2% | -16.3% |
| 5Y | +4.6% | -39.6% | +44.2% | +0.8% |
| All | +4.6% | -43.4% | +48.0% | +0.8% |
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