+347.9%
ADI vs ZS
+517.5%
-169.6%
-33.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ZS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -4.5% | +6.1% | +2.4% |
| 7D | +0.4% | -7.8% | +8.3% | +1.8% |
| 30D | -3.8% | +5.0% | -8.8% | -5.0% |
| 3M | -15.3% | +25.5% | -40.8% | -19.3% |
| 6M | +6.7% | +8.7% | -2.0% | +1.3% |
| YTD | +34.8% | -24.5% | +59.3% | +36.8% |
| 1Y | +49.0% | -36.7% | +85.7% | +56.3% |
| 3Y | +108.1% | +7.2% | +100.9% | +91.1% |
| 5Y | +142.4% | -40.9% | +183.4% | +134.0% |
| All | +347.9% | +517.5% | -169.6% | +187.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling