+320.6%
CAH vs ZS
+498.3%
-177.7%
-37.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ZS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +0.6% | -1.3% | -0.6% |
| 7D | -5.1% | -3.1% | -2.0% | -5.0% |
| 30D | +0.2% | -7.2% | +7.4% | +0.4% |
| 3M | +6.3% | +30.5% | -24.2% | +4.8% |
| 6M | +9.4% | +7.0% | +2.4% | +8.2% |
| YTD | +15.0% | -26.8% | +41.8% | +15.8% |
| 1Y | +55.4% | -42.6% | +98.0% | +58.6% |
| 3Y | +173.8% | -0.3% | +174.1% | +168.6% |
| 5Y | +395.2% | -39.2% | +434.4% | +389.0% |
| All | +320.6% | +498.3% | -177.7% | +190.7% |
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