-38.6%
ZS vs EOSE
-70.0%
+31.4%
-76.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | EOSE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -1.0% | +1.7% | +0.7% |
| 7D | -3.1% | +1.8% | -4.9% | -3.4% |
| 30D | -7.2% | -6.8% | -0.4% | -7.1% |
| 3M | +30.5% | -36.3% | +66.8% | +33.9% |
| 6M | +7.0% | -38.8% | +45.7% | +8.5% |
| YTD | -26.8% | -65.5% | +38.7% | -23.4% |
| 1Y | -42.6% | -45.3% | +2.7% | -43.6% |
| 3Y | -0.3% | +44.2% | -44.5% | -20.9% |
| All | -38.6% | -70.0% | +31.4% | -45.0% |
Cumulative growth
Daily Returns
Daily percentage return beside EOSE.
Daily Out/Under-Performance
Portfolio return minus EOSE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EOSE 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 EOSE 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