+642.1%
ASX vs ZS
+599.9%
+42.2%
-52.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ZS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -0.4% | -1.7% | -2.0% |
| 7D | +12.4% | -2.6% | +15.0% | +12.9% |
| 30D | -19.8% | -12.8% | -7.0% | -17.7% |
| 3M | -10.3% | +2.3% | -12.6% | -11.1% |
| 6M | +1.2% | +26.3% | -25.0% | -5.4% |
| YTD | +123.0% | -14.4% | +137.5% | +121.1% |
| 1Y | +145.4% | -37.6% | +183.1% | +158.3% |
| 3Y | +368.6% | +8.0% | +360.6% | +335.2% |
| 5Y | +486.0% | -44.9% | +530.9% | +466.6% |
| All | +642.1% | +599.9% | +42.2% | +438.0% |
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