-53.3%
ZS vs LUNR
+54.8%
-108.2%
-76.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LUNR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | -4.7% | +7.3% | +2.6% |
| 7D | -3.8% | +0.5% | -4.4% | -3.9% |
| 30D | -6.0% | -5.3% | -0.7% | -5.9% |
| 3M | +32.0% | -45.6% | +77.6% | +32.6% |
| 6M | +2.1% | -17.4% | +19.5% | +1.7% |
| YTD | -26.2% | -7.9% | -18.2% | -26.6% |
| 1Y | -41.2% | +77.6% | -118.8% | -42.0% |
| 3Y | +3.3% | +247.4% | -244.1% | +2.7% |
| All | -53.3% | +54.8% | -108.2% | -46.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling