+272.2%
BNY vs ZS
+498.3%
-226.1%
-50.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ZS | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +0.6% | -0.6% | 0.0% |
| 7D | -1.3% | -3.1% | +1.8% | -1.1% |
| 30D | -0.2% | -7.2% | +7.0% | +0.3% |
| 3M | +14.9% | +30.5% | -15.5% | +12.0% |
| 6M | +40.0% | +7.0% | +33.0% | +37.3% |
| YTD | +42.0% | -26.8% | +68.8% | +43.6% |
| 1Y | +56.9% | -42.6% | +99.5% | +61.7% |
| 3Y | +289.9% | -0.3% | +290.2% | +279.3% |
| 5Y | +259.2% | -39.2% | +298.4% | +248.4% |
| All | +272.2% | +498.3% | -226.1% | +194.7% |
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