+74.9%
USAR vs ZS
+16.8%
+58.1%
-69.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ZS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -4.5% | +4.0% | 0.0% |
| 7D | -2.1% | -7.8% | +5.7% | -1.3% |
| 30D | +2.6% | +5.0% | -2.4% | +2.1% |
| 3M | -35.0% | +25.5% | -60.6% | -36.4% |
| 6M | -6.9% | +8.7% | -15.6% | -8.7% |
| YTD | +48.0% | -24.5% | +72.5% | +49.6% |
| 1Y | +24.8% | -36.7% | +61.5% | +28.1% |
| 3Y | +73.2% | +7.2% | +66.0% | +71.8% |
| All | +74.9% | +16.8% | +58.1% | +73.4% |
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