-19.0%
USAR vs ZS
+32.3%
-51.3%
-80.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ZS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -0.4% | +1.5% | +1.2% |
| 7D | -0.8% | -2.6% | +1.8% | -0.4% |
| 30D | -20.9% | -12.8% | -8.1% | -19.6% |
| 3M | -56.2% | +2.3% | -58.4% | -56.3% |
| 6M | -67.9% | +26.3% | -94.2% | -68.9% |
| YTD | -31.4% | -14.4% | -17.0% | -31.5% |
| 1Y | -45.1% | -37.6% | -7.4% | -43.9% |
| 3Y | -20.3% | +8.0% | -28.3% | -21.9% |
| All | -19.0% | +32.3% | -51.3% | -20.7% |
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