-31.6%
ZS vs UUUU
-55.1%
+23.5%
-64.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.8% | +0.5% | -0.3% |
| 7D | -12.3% | -14.4% | +2.2% | -11.7% |
| 30D | +11.2% | -33.6% | +44.9% | +12.8% |
| 3M | +37.5% | -44.2% | +81.7% | +40.2% |
| 6M | +57.8% | -66.8% | +124.6% | +63.4% |
| YTD | -0.2% | -50.6% | +50.4% | -4.3% |
| 1Y | -31.6% | -57.8% | +26.2% | -32.8% |
| All | -31.6% | -55.1% | +23.5% | -32.8% |
Cumulative growth
Daily Returns
Daily percentage return beside UUUU.
Daily Out/Under-Performance
Portfolio return minus UUUU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × UUUU 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 UUUU 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