-53.8%
ZS vs LUNR
+48.7%
-102.5%
-76.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LUNR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -1.8% | +2.5% | +0.7% |
| 7D | -3.1% | -3.1% | 0.0% | -3.1% |
| 30D | -7.2% | -15.3% | +8.1% | -7.1% |
| 3M | +30.5% | -53.2% | +83.6% | +31.3% |
| 6M | +7.0% | -22.2% | +29.2% | +6.6% |
| YTD | -26.8% | -11.6% | -15.3% | -27.3% |
| 1Y | -42.6% | +68.4% | -111.0% | -43.4% |
| 3Y | -0.3% | +216.8% | -217.1% | -0.9% |
| All | -53.8% | +48.7% | -102.5% | -47.3% |
Cumulative growth
Daily Returns
Daily percentage return beside LUNR.
Daily Out/Under-Performance
Portfolio return minus LUNR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × LUNR 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 LUNR 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