+136.6%
BLK vs ZS
+498.3%
-361.8%
-43.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ZS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +0.6% | +1.0% | +1.5% |
| 7D | -3.3% | -3.1% | -0.2% | -2.9% |
| 30D | -6.5% | -7.2% | +0.7% | -5.7% |
| 3M | +6.7% | +30.5% | -23.7% | +2.0% |
| 6M | +14.7% | +7.0% | +7.8% | +10.7% |
| YTD | +2.5% | -26.8% | +29.4% | +4.6% |
| 1Y | -2.8% | -42.6% | +39.8% | +2.8% |
| 3Y | +65.9% | -0.3% | +66.2% | +57.0% |
| 5Y | +33.0% | -39.2% | +72.2% | +27.9% |
| All | +136.6% | +498.3% | -361.8% | +66.0% |
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