+415.3%
ASX vs ZS
-42.0%
+457.3%
-40.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ZS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.4% | -3.1% | +9.5% | +7.1% |
| 7D | -19.9% | -16.9% | -3.0% | -16.6% |
| 30D | -30.9% | -7.4% | -23.4% | -29.5% |
| 3M | -15.1% | +21.6% | -36.6% | -18.9% |
| 6M | -6.5% | +42.4% | -48.9% | -16.7% |
| YTD | +98.4% | -12.1% | +110.6% | +96.6% |
| 1Y | +107.9% | -37.8% | +145.7% | +125.4% |
| 3Y | +325.3% | +20.9% | +304.4% | +273.1% |
| All | +415.3% | -42.0% | +457.3% | +395.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling