+683.0%
ASX vs ZS
+517.5%
+165.5%
-52.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ZS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -4.5% | +4.7% | +1.0% |
| 7D | -0.7% | -7.8% | +7.1% | +0.6% |
| 30D | +2.0% | +5.0% | -3.1% | +0.9% |
| 3M | -1.3% | +25.5% | -26.9% | -5.7% |
| 6M | +71.4% | +8.7% | +62.7% | +63.6% |
| YTD | +135.3% | -24.5% | +159.8% | +138.9% |
| 1Y | +267.5% | -36.7% | +304.2% | +285.0% |
| 3Y | +388.5% | +7.2% | +381.3% | +354.0% |
| 5Y | +417.1% | -40.9% | +458.0% | +399.8% |
| All | +683.0% | +517.5% | +165.5% | +481.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling