+31.8%
USB vs ZS
-38.2%
+70.0%
-16.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ZS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -3.1% | +2.5% | -0.5% |
| 7D | 0.0% | -16.9% | +16.9% | +0.2% |
| 30D | +5.8% | -7.4% | +13.3% | +5.9% |
| 3M | -6.0% | +21.6% | -27.5% | -6.5% |
| 6M | +7.8% | +42.4% | -34.6% | +6.3% |
| YTD | +14.6% | -12.1% | +26.7% | +16.1% |
| 1Y | +31.8% | -37.8% | +69.6% | +38.2% |
| All | +31.8% | -38.2% | +70.0% | +38.2% |
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