-31.6%
ZS vs EQH
+18.6%
-50.3%
-64.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EQH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +1.6% | -1.9% | -0.9% |
| 7D | -12.3% | +2.8% | -15.1% | -13.3% |
| 30D | +11.2% | +3.9% | +7.3% | +9.2% |
| 3M | +37.5% | +16.3% | +21.2% | +27.3% |
| 6M | +57.8% | +37.1% | +20.7% | +32.7% |
| YTD | -0.2% | +20.2% | -20.4% | -12.9% |
| 1Y | -31.6% | +17.9% | -49.6% | -40.2% |
| All | -31.6% | +18.6% | -50.3% | -40.2% |
Cumulative growth
Daily Returns
Daily percentage return beside EQH.
Daily Out/Under-Performance
Portfolio return minus EQH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EQH 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 1y: compounded portfolio wealth divided by compounded EQH 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…
1y analysis · Full analysis span regression · 6 months rolling