+98.0%
UNH vs ZS
+504.0%
-406.0%
-61.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ZS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | +2.6% | -4.5% | -2.1% |
| 7D | -1.7% | -3.8% | +2.2% | -1.5% |
| 30D | -3.8% | -6.0% | +2.2% | -3.6% |
| 3M | -4.3% | +32.0% | -36.3% | -6.0% |
| 6M | +38.6% | +2.1% | +36.5% | +37.0% |
| YTD | +20.7% | -26.2% | +46.8% | +21.4% |
| 1Y | +16.0% | -41.2% | +57.2% | +18.2% |
| 3Y | -13.5% | +3.3% | -16.8% | -16.0% |
| 5Y | +3.5% | -40.7% | +44.2% | +1.8% |
| All | +98.0% | +504.0% | -406.0% | +51.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling