+334.1%
B vs ZS
+488.9%
-154.8%
-53.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ZS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -4.6% | +3.2% | -1.2% |
| 7D | +2.3% | -9.2% | +11.5% | +2.9% |
| 30D | +1.4% | -4.0% | +5.3% | +1.5% |
| 3M | +12.2% | +25.3% | -13.1% | +10.5% |
| 6M | -2.1% | -1.3% | -0.8% | -2.9% |
| YTD | +2.9% | -28.0% | +30.9% | +4.0% |
| 1Y | +55.3% | -42.5% | +97.8% | +58.9% |
| 3Y | +198.7% | +0.7% | +198.0% | +193.1% |
| 5Y | +153.8% | -42.3% | +196.1% | +150.2% |
| All | +334.1% | +488.9% | -154.8% | +298.5% |
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