+695.9%
AAPL vs ZS
+498.3%
+197.6%
-38.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ZS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +0.6% | +1.1% | +1.6% |
| 7D | +3.8% | -3.1% | +6.9% | +4.4% |
| 30D | +9.9% | -7.2% | +17.1% | +11.1% |
| 3M | +12.5% | +30.5% | -18.0% | +6.2% |
| 6M | +27.6% | +7.0% | +20.7% | +21.7% |
| YTD | +22.6% | -26.8% | +49.4% | +25.4% |
| 1Y | +45.0% | -42.6% | +87.6% | +55.2% |
| 3Y | +87.8% | -0.3% | +88.1% | +74.5% |
| 5Y | +128.7% | -39.2% | +167.9% | +118.6% |
| All | +695.9% | +498.3% | +197.6% | +408.4% |
Cumulative growth
Daily Returns
Daily percentage return beside ZS.
Daily Out/Under-Performance
Portfolio return minus ZS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ZS 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 10y: compounded portfolio wealth divided by compounded ZS 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…
10y analysis · Full analysis span regression · 6 months rolling