+69.4%
USAR vs ZS
+14.2%
+55.2%
-69.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ZS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | +2.6% | -6.0% | -3.7% |
| 7D | -4.4% | -3.8% | -0.6% | -4.1% |
| 30D | -10.4% | -6.0% | -4.4% | -9.9% |
| 3M | -18.4% | +32.0% | -50.4% | -20.6% |
| 6M | -8.8% | +2.1% | -11.0% | -10.0% |
| YTD | +43.4% | -26.2% | +69.5% | +45.3% |
| 1Y | +21.0% | -41.2% | +62.2% | +24.7% |
| 3Y | +67.7% | +3.3% | +64.4% | +66.7% |
| All | +69.4% | +14.2% | +55.2% | +68.3% |
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 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