+414.5%
ZS vs BLDR
+215.1%
+199.5%
-76.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BLDR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.5% | +2.5% | -7.0% | -5.1% |
| 7D | -7.8% | -2.8% | -5.0% | -7.2% |
| 30D | +5.0% | -13.3% | +18.3% | +8.6% |
| 3M | +25.5% | -12.3% | +37.8% | +28.1% |
| 6M | +8.7% | -31.5% | +40.2% | +16.7% |
| YTD | -24.5% | -36.1% | +11.6% | -18.3% |
| 1Y | -36.7% | -54.1% | +17.4% | -25.2% |
| 3Y | +7.2% | -55.8% | +63.0% | +21.0% |
| 5Y | -40.9% | +20.7% | -61.7% | -50.0% |
| All | +414.5% | +215.1% | +199.5% | +265.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling