+617.2%
ASX vs ZS
+623.8%
-6.5%
-52.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ZS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.6% | +0.7% | +7.9% | +8.5% |
| 7D | -12.3% | -11.1% | -1.2% | -10.3% |
| 30D | -26.0% | -14.8% | -11.2% | -23.8% |
| 3M | -8.1% | +18.0% | -26.1% | -11.1% |
| 6M | +1.4% | +30.8% | -29.4% | -5.8% |
| YTD | +115.6% | -11.5% | +127.1% | +112.5% |
| 1Y | +128.0% | -37.8% | +165.8% | +140.3% |
| 3Y | +371.4% | +16.6% | +354.8% | +332.0% |
| 5Y | +469.4% | -43.6% | +513.0% | +448.2% |
| All | +617.2% | +623.8% | -6.5% | +417.1% |
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 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