+403.3%
ZS vs SU
+191.4%
+212.0%
-76.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | +1.7% | +0.9% | +2.4% |
| 7D | -3.8% | +1.6% | -5.4% | -4.0% |
| 30D | -6.0% | +10.7% | -16.7% | -7.1% |
| 3M | +32.0% | +13.5% | +18.5% | +29.8% |
| 6M | +2.1% | +21.8% | -19.7% | -0.4% |
| YTD | -26.2% | +58.8% | -85.0% | -30.4% |
| 1Y | -41.2% | +72.0% | -113.2% | -45.2% |
| 3Y | +3.3% | +121.7% | -118.4% | -6.9% |
| 5Y | -40.7% | +350.4% | -391.1% | -48.6% |
| All | +403.3% | +191.4% | +212.0% | +407.6% |
Cumulative growth
Daily Returns
Daily percentage return beside SU.
Daily Out/Under-Performance
Portfolio return minus SU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SU 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 SU 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