+219.8%
ARM vs ZS
+21.3%
+198.5%
-62.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ZS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +12.1% | -0.6% | +12.6% | +12.3% |
| 7D | +6.0% | -13.7% | +19.7% | +12.2% |
| 30D | -20.3% | -14.2% | -6.2% | -15.5% |
| 3M | -24.4% | +8.5% | -32.9% | -28.0% |
| 6M | -4.4% | +30.2% | -34.5% | -19.8% |
| YTD | +86.0% | -13.8% | +99.9% | +88.9% |
| 1Y | +35.8% | -41.5% | +77.3% | +75.0% |
| 3Y | +289.1% | +10.7% | +278.3% | +212.2% |
| All | +219.8% | +21.3% | +198.5% | +145.6% |
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