+99.9%
CI vs ZS
+608.8%
-508.9%
-42.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ZS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | -2.1% | +4.6% | +2.6% |
| 7D | +2.6% | -13.4% | +16.0% | +3.2% |
| 30D | +7.3% | -16.6% | +23.9% | +8.0% |
| 3M | +9.5% | +10.3% | -0.8% | +8.7% |
| 6M | +6.4% | +28.1% | -21.7% | +4.5% |
| YTD | +12.0% | -13.3% | +25.3% | +11.7% |
| 1Y | +20.1% | -40.7% | +60.8% | +22.1% |
| 3Y | +9.6% | +11.4% | -1.8% | +6.5% |
| 5Y | +52.7% | -42.2% | +94.9% | +51.1% |
| All | +99.9% | +608.8% | -508.9% | +47.9% |
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