+177.1%
W vs ZS
+10.3%
+166.7%
-66.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ZS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -0.6% | +2.3% | +1.9% |
| 7D | -7.4% | -13.7% | +6.3% | -2.0% |
| 30D | +7.8% | -14.2% | +22.0% | +13.8% |
| 3M | +10.9% | +8.5% | +2.3% | +4.9% |
| 6M | +86.4% | +30.2% | +56.3% | +53.2% |
| YTD | +14.0% | -13.8% | +27.8% | +14.2% |
| 1Y | +3.5% | -41.5% | +45.0% | +29.2% |
| All | +177.1% | +10.3% | +166.7% | +108.0% |
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