+24.9%
BIL vs ZS
+599.9%
-575.0%
-0.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ZS | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.4% | +0.4% | 0.0% |
| 7D | +0.1% | -2.6% | +2.7% | +0.1% |
| 30D | +0.3% | -12.8% | +13.2% | +0.3% |
| 3M | +1.0% | +2.3% | -1.3% | +1.0% |
| 6M | +1.9% | +26.3% | -24.4% | +1.9% |
| YTD | +3.2% | -14.4% | +17.6% | +3.2% |
| 1Y | +3.7% | -37.6% | +41.3% | +3.7% |
| 3Y | +13.8% | +8.0% | +5.8% | +13.8% |
| 5Y | +20.3% | -44.9% | +65.1% | +20.3% |
| All | +24.9% | +599.9% | -575.0% | +24.9% |
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