+45.5%
UNP vs ZS
+0.9%
+44.6%
-17.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ZS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -4.6% | +4.2% | -0.3% |
| 7D | -0.7% | -9.2% | +8.5% | -0.5% |
| 30D | -1.1% | -4.0% | +2.9% | -1.1% |
| 3M | +7.9% | +25.3% | -17.4% | +7.3% |
| 6M | +14.6% | -1.3% | +15.9% | +14.4% |
| YTD | +26.6% | -28.0% | +54.6% | +29.5% |
| 1Y | +35.6% | -42.5% | +78.1% | +41.5% |
| 3Y | +45.5% | +0.7% | +44.8% | +39.0% |
| All | +45.5% | +0.9% | +44.6% | +39.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling