-44.1%
BABA vs ZS
+623.8%
-667.9%
-80.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ZS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.7% | +0.7% | -4.4% | -3.8% |
| 7D | +3.8% | -11.1% | +14.9% | +5.8% |
| 30D | -5.4% | -14.8% | +9.5% | -3.1% |
| 3M | -17.9% | +18.0% | -35.9% | -21.6% |
| 6M | -24.1% | +30.8% | -54.9% | -30.5% |
| YTD | -27.4% | -11.5% | -15.9% | -29.2% |
| 1Y | -36.1% | -37.8% | +1.7% | -33.0% |
| 3Y | +35.4% | +16.6% | +18.8% | +19.2% |
| 5Y | -30.1% | -43.6% | +13.5% | -33.9% |
| All | -44.1% | +623.8% | -667.9% | -68.0% |
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