+276.6%
AXP vs ZS
+599.9%
-323.3%
-49.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ZS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -0.4% | +1.2% | +0.8% |
| 7D | -0.1% | -2.6% | +2.5% | +0.2% |
| 30D | +4.4% | -12.8% | +17.3% | +5.9% |
| 3M | -6.4% | +2.3% | -8.7% | -7.4% |
| 6M | +4.2% | +26.3% | -22.1% | -1.0% |
| YTD | -12.4% | -14.4% | +2.1% | -13.1% |
| 1Y | -11.1% | -37.6% | +26.5% | -8.4% |
| 3Y | +114.9% | +8.0% | +106.8% | +104.1% |
| 5Y | +87.4% | -44.9% | +132.3% | +78.8% |
| All | +276.6% | +599.9% | -323.3% | +174.0% |
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