+15.8%
BND vs ZS
+498.3%
-482.5%
-18.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ZS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +0.6% | -0.7% | -0.1% |
| 7D | -1.0% | -3.1% | +2.1% | -1.0% |
| 30D | -1.1% | -7.2% | +6.1% | -1.1% |
| 3M | -1.9% | +30.5% | -32.3% | -2.2% |
| 6M | -1.6% | +7.0% | -8.6% | -1.9% |
| YTD | -1.2% | -26.8% | +25.6% | -1.1% |
| 1Y | -0.7% | -42.6% | +41.9% | -0.3% |
| 3Y | +12.5% | -0.3% | +12.8% | +12.0% |
| 5Y | -2.5% | -39.2% | +36.7% | -2.9% |
| All | +15.8% | +498.3% | -482.5% | +14.0% |
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