+368.3%
ADI vs ZS
+498.3%
-130.0%
-33.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ZS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.9% | +0.6% | +4.2% | +4.7% |
| 7D | +4.6% | -3.1% | +7.7% | +5.1% |
| 30D | -1.2% | -7.2% | +6.0% | -0.1% |
| 3M | -7.8% | +30.5% | -38.3% | -12.9% |
| 6M | +19.3% | +7.0% | +12.4% | +13.7% |
| YTD | +40.9% | -26.8% | +67.8% | +43.9% |
| 1Y | +54.5% | -42.6% | +97.1% | +65.3% |
| 3Y | +123.4% | -0.3% | +123.7% | +108.1% |
| 5Y | +142.3% | -39.2% | +181.5% | +132.8% |
| All | +368.3% | +498.3% | -130.0% | +202.6% |
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