-36.7%
ZS vs UPST
-56.5%
+19.8%
-64.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UPST | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.5% | -1.6% | -2.9% | -4.0% |
| 7D | -7.8% | -3.5% | -4.3% | -6.9% |
| 30D | +5.0% | -7.1% | +12.2% | +7.1% |
| 3M | +25.5% | -13.1% | +38.6% | +29.8% |
| 6M | +8.7% | -1.1% | +9.8% | +7.8% |
| YTD | -24.5% | -35.9% | +11.3% | -19.0% |
| 1Y | -36.7% | -57.4% | +20.7% | -27.6% |
| All | -36.7% | -56.5% | +19.8% | -27.6% |
Cumulative growth
Daily Returns
Daily percentage return beside UPST.
Daily Out/Under-Performance
Portfolio return minus UPST return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × UPST 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 UPST 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