-49.8%
USAR vs ZS
-31.8%
-18.0%
-73.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ZS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.9% | -0.3% | -5.6% | -5.8% |
| 7D | -21.8% | -12.3% | -9.5% | -20.0% |
| 30D | -39.9% | +11.2% | -51.1% | -41.0% |
| 3M | -52.5% | +37.5% | -90.0% | -55.1% |
| 6M | -67.9% | +57.8% | -125.8% | -71.0% |
| YTD | -31.1% | -0.2% | -30.9% | -23.7% |
| 1Y | -49.8% | -31.6% | -18.2% | -34.3% |
| All | -49.8% | -31.8% | -18.0% | -34.3% |
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