+270.0%
B vs ZS
+599.9%
-329.9%
-53.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ZS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -0.4% | -0.3% | -0.6% |
| 7D | -7.3% | -2.6% | -4.7% | -7.2% |
| 30D | -3.3% | -12.8% | +9.5% | -2.7% |
| 3M | -7.8% | +2.3% | -10.0% | -8.2% |
| 6M | -15.5% | +26.3% | -41.8% | -17.4% |
| YTD | -12.3% | -14.4% | +2.2% | -12.4% |
| 1Y | +5.4% | -37.6% | +43.0% | +7.2% |
| 3Y | +165.5% | +8.0% | +157.5% | +159.0% |
| 5Y | +107.0% | -44.9% | +151.9% | +103.9% |
| All | +270.0% | +599.9% | -329.9% | +235.6% |
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