+390.7%
ZS vs SPXU
-98.9%
+489.6%
-76.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1990-01-01 to 2026-09-08.
| Period | Portfolio | SPXU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.6% | +1.7% | -6.3% | -3.9% |
| 7D | -9.2% | -1.5% | -7.7% | -9.7% |
| 30D | -4.0% | +3.7% | -7.7% | -2.1% |
| 3M | +25.3% | -9.6% | +34.9% | +21.4% |
| 6M | -1.3% | -32.4% | +31.1% | -14.7% |
| YTD | -28.0% | -28.7% | +0.7% | -35.9% |
| 1Y | -42.5% | -38.2% | -4.3% | -51.3% |
| 3Y | +0.7% | -80.4% | +81.2% | -39.0% |
| 5Y | -42.3% | -86.0% | +43.7% | -61.4% |
| All | +390.7% | -98.9% | +489.6% | +106.0% |
Cumulative growth
Daily Returns
Daily percentage return beside SPXU.
Daily Out/Under-Performance
Portfolio return minus SPXU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SPXU 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 1990-01-01 to 2026-09-08: compounded portfolio wealth divided by compounded SPXU 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…
1990-01-01 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling