+730.6%
ASX vs ZS
+488.9%
+241.7%
-52.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ZS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.1% | -4.6% | +10.7% | +6.9% |
| 7D | +6.3% | -9.2% | +15.5% | +7.9% |
| 30D | +6.4% | -4.0% | +10.4% | +6.8% |
| 3M | +13.1% | +25.3% | -12.1% | +8.1% |
| 6M | +90.3% | -1.3% | +91.6% | +84.6% |
| YTD | +149.6% | -28.0% | +177.6% | +155.3% |
| 1Y | +249.2% | -42.5% | +291.7% | +271.9% |
| 3Y | +445.9% | +0.7% | +445.2% | +412.6% |
| 5Y | +477.7% | -42.3% | +520.0% | +460.8% |
| All | +730.6% | +488.9% | +241.7% | +521.1% |
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 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