+0.6%
ZS vs BLDR
-56.4%
+57.0%
-64.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BLDR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | -1.9% | +4.5% | +2.8% |
| 7D | -3.8% | -2.7% | -1.1% | -3.5% |
| 30D | -6.0% | -14.7% | +8.7% | -4.2% |
| 3M | +32.0% | -20.8% | +52.8% | +34.9% |
| 6M | +2.1% | -35.3% | +37.5% | +7.4% |
| YTD | -26.2% | -40.3% | +14.2% | -21.9% |
| 1Y | -41.2% | -56.3% | +15.1% | -33.7% |
| All | +0.6% | -56.4% | +57.0% | +9.7% |
Cumulative growth
Daily Returns
Daily percentage return beside BLDR.
Daily Out/Under-Performance
Portfolio return minus BLDR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BLDR 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 BLDR 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