+390.7%
ZS vs XHB
+163.4%
+227.4%
-76.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1990-01-01 to 2026-09-08.
| Period | Portfolio | XHB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.6% | -2.4% | -2.2% | -3.3% |
| 7D | -9.2% | +0.2% | -9.4% | -9.3% |
| 30D | -4.0% | -9.1% | +5.1% | +1.0% |
| 3M | +25.3% | -2.3% | +27.6% | +25.8% |
| 6M | -1.3% | -4.1% | +2.8% | -1.6% |
| YTD | -28.0% | -1.7% | -26.3% | -30.0% |
| 1Y | -42.5% | -15.1% | -27.4% | -39.1% |
| 3Y | +0.7% | +26.8% | -26.1% | -20.5% |
| 5Y | -42.3% | +37.3% | -79.6% | -57.4% |
| All | +390.7% | +163.4% | +227.4% | +180.8% |
Cumulative growth
Daily Returns
Daily percentage return beside XHB.
Daily Out/Under-Performance
Portfolio return minus XHB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × XHB 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 XHB 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