+146.0%
C vs ZS
+488.9%
-342.9%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ZS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -4.6% | +3.9% | -0.3% |
| 7D | +3.2% | -9.2% | +12.4% | +4.1% |
| 30D | +1.3% | -4.0% | +5.3% | +1.5% |
| 3M | +3.1% | +25.3% | -22.2% | +0.5% |
| 6M | +29.6% | -1.3% | +30.9% | +27.7% |
| YTD | +19.0% | -28.0% | +47.0% | +20.7% |
| 1Y | +45.6% | -42.5% | +88.1% | +50.9% |
| 3Y | +269.3% | +0.7% | +268.5% | +258.7% |
| 5Y | +131.6% | -42.3% | +173.9% | +125.3% |
| All | +146.0% | +488.9% | -342.9% | +83.8% |
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