+154.8%
ASX vs ZS
-41.6%
+196.5%
-37.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ZS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.6% | -0.6% | +7.2% | +6.6% |
| 7D | +0.8% | -13.7% | +14.5% | +1.2% |
| 30D | -20.4% | -14.2% | -6.3% | -20.1% |
| 3M | -2.1% | +8.5% | -10.7% | -0.3% |
| 6M | +8.2% | +30.2% | -22.0% | +11.8% |
| YTD | +137.3% | -13.8% | +151.1% | +156.0% |
| All | +154.8% | -41.6% | +196.5% | +185.1% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling