+193.0%
ARM vs ZS
+24.6%
+168.4%
-62.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ZS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.7% | +0.7% | +6.0% | +6.4% |
| 7D | -5.3% | -11.1% | +5.7% | -0.9% |
| 30D | -30.0% | -14.8% | -15.2% | -25.6% |
| 3M | -34.1% | +18.0% | -52.1% | -39.4% |
| 6M | -12.6% | +30.8% | -43.5% | -26.8% |
| YTD | +70.4% | -11.5% | +81.9% | +71.4% |
| 1Y | +22.3% | -37.8% | +60.1% | +52.4% |
| 3Y | +261.2% | +16.6% | +244.6% | +182.9% |
| All | +193.0% | +24.6% | +168.4% | +122.8% |
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 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