-40.7%
ZS vs BLDR
+13.4%
-54.1%
-76.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BLDR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | -1.9% | +4.5% | +3.2% |
| 7D | -3.8% | -2.7% | -1.1% | -3.0% |
| 30D | -6.0% | -14.7% | +8.7% | -1.3% |
| 3M | +32.0% | -20.8% | +52.8% | +40.0% |
| 6M | +2.1% | -35.3% | +37.5% | +14.3% |
| YTD | -26.2% | -40.3% | +14.2% | -16.4% |
| 1Y | -41.2% | -56.3% | +15.1% | -24.9% |
| 3Y | +3.3% | -56.1% | +59.4% | +15.2% |
| 5Y | -40.7% | +12.9% | -53.6% | -64.8% |
| All | -40.7% | +13.4% | -54.1% | -64.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling