+403.3%
ZS vs UUUU
+863.6%
-460.2%
-76.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | -0.5% | +3.0% | +2.6% |
| 7D | -3.8% | +1.8% | -5.7% | -4.1% |
| 30D | -6.0% | +1.8% | -7.8% | -6.4% |
| 3M | +32.0% | +1.3% | +30.7% | +30.7% |
| 6M | +2.1% | -26.8% | +28.9% | +4.6% |
| YTD | -26.2% | +0.1% | -26.2% | -30.0% |
| 1Y | -41.2% | +11.2% | -52.4% | -47.0% |
| 3Y | +3.3% | +97.7% | -94.4% | -23.1% |
| 5Y | -40.7% | +127.3% | -168.1% | -58.2% |
| All | +403.3% | +863.6% | -460.2% | +128.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling