+428.6%
BX vs ZS
+498.3%
-69.8%
-49.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ZS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | +0.6% | +1.8% | +2.3% |
| 7D | -5.6% | -3.1% | -2.5% | -4.9% |
| 30D | -12.2% | -7.2% | -5.0% | -10.9% |
| 3M | +7.4% | +30.5% | -23.1% | +0.2% |
| 6M | +22.2% | +7.0% | +15.2% | +15.6% |
| YTD | -14.0% | -26.8% | +12.8% | -10.9% |
| 1Y | -27.3% | -42.6% | +15.3% | -20.6% |
| 3Y | +24.5% | -0.3% | +24.9% | +15.6% |
| 5Y | +18.9% | -39.2% | +58.1% | +15.1% |
| All | +428.6% | +498.3% | -69.8% | +249.4% |
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