+98.3%
USB vs ZS
+6.8%
+91.5%
-30.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ZS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -4.5% | +4.2% | +0.3% |
| 7D | +1.4% | -7.8% | +9.3% | +2.4% |
| 30D | -1.3% | +5.0% | -6.3% | -2.2% |
| 3M | +15.2% | +25.5% | -10.3% | +11.3% |
| 6M | +18.8% | +8.7% | +10.1% | +14.6% |
| YTD | +21.0% | -24.5% | +45.5% | +25.0% |
| 1Y | +34.0% | -36.7% | +70.7% | +42.7% |
| All | +98.3% | +6.8% | +91.5% | +73.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling