+668.0%
BE vs ZS
+384.9%
+283.0%
-92.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ZS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.9% | -0.4% | -4.5% | -4.8% |
| 7D | +10.8% | -2.6% | +13.4% | +11.8% |
| 30D | -19.8% | -12.8% | -7.0% | -16.0% |
| 3M | -18.7% | +2.3% | -21.0% | -21.3% |
| 6M | -33.7% | +26.3% | -60.0% | -43.8% |
| YTD | +121.0% | -14.4% | +135.4% | +109.6% |
| 1Y | +85.4% | -37.6% | +123.0% | +99.8% |
| 3Y | +1,709.5% | +8.0% | +1,701.5% | +1,393.1% |
| 5Y | +462.2% | -44.9% | +507.1% | +450.5% |
| All | +668.0% | +384.9% | +283.0% | +271.4% |
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