+115.3%
ADI vs ZS
+2.4%
+113.0%
-32.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ZS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +2.6% | -2.1% | +0.2% |
| 7D | +2.6% | -3.8% | +6.5% | +3.1% |
| 30D | -4.6% | -6.0% | +1.4% | -4.1% |
| 3M | -9.5% | +32.0% | -41.5% | -13.2% |
| 6M | +14.8% | +2.1% | +12.7% | +12.1% |
| YTD | +35.8% | -26.2% | +62.0% | +43.3% |
| 1Y | +48.9% | -41.2% | +90.1% | +66.8% |
| All | +115.3% | +2.4% | +113.0% | +85.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling