+53.9%
BSX vs ZS
+498.3%
-444.4%
-60.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ZS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +0.6% | -0.9% | -0.4% |
| 7D | -10.1% | -3.1% | -7.0% | -9.7% |
| 30D | -16.4% | -7.2% | -9.2% | -15.8% |
| 3M | -8.9% | +30.5% | -39.4% | -11.9% |
| 6M | -38.3% | +7.0% | -45.2% | -39.4% |
| YTD | -54.9% | -26.8% | -28.1% | -54.1% |
| 1Y | -58.8% | -42.6% | -16.2% | -57.0% |
| 3Y | -21.2% | -0.3% | -20.9% | -23.7% |
| 5Y | -3.3% | -39.2% | +35.9% | -5.7% |
| All | +53.9% | +498.3% | -444.4% | +5.4% |
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