+131.1%
ADI vs ZS
-43.4%
+174.5%
-32.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ZS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -1.6% | +0.5% | -0.7% |
| 7D | +1.3% | -8.1% | +9.4% | +2.9% |
| 30D | -6.0% | -8.4% | +2.5% | -4.7% |
| 3M | -7.7% | +31.1% | -38.8% | -13.3% |
| 6M | +14.0% | +4.4% | +9.6% | +8.6% |
| YTD | +34.4% | -27.3% | +61.7% | +38.6% |
| 1Y | +48.0% | -41.4% | +89.3% | +60.4% |
| 3Y | +113.3% | +1.7% | +111.6% | +94.0% |
| 5Y | +131.1% | -39.6% | +170.7% | +118.1% |
| All | +131.1% | -43.4% | +174.5% | +118.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling