+62.1%
DAL vs ZS
-31.8%
+93.9%
-22.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ZS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.2% | -0.3% | +7.4% | +7.2% |
| 7D | +11.1% | -12.3% | +23.3% | +11.2% |
| 30D | +7.7% | +11.2% | -3.5% | +7.6% |
| 3M | -3.5% | +37.5% | -41.0% | -3.8% |
| 6M | +31.3% | +57.8% | -26.5% | +29.0% |
| YTD | +30.0% | -0.2% | +30.2% | +28.0% |
| 1Y | +62.1% | -31.6% | +93.7% | +57.0% |
| All | +62.1% | -31.8% | +93.9% | +57.0% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling