+77.3%
DAL vs ZS
+623.8%
-546.4%
-69.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ZS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.3% | +0.7% | +4.6% | +5.2% |
| 7D | +10.0% | -11.1% | +21.1% | +11.6% |
| 30D | +12.0% | -14.8% | +26.9% | +14.0% |
| 3M | +0.8% | +18.0% | -17.2% | -1.9% |
| 6M | +26.2% | +30.8% | -4.7% | +19.3% |
| YTD | +33.7% | -11.5% | +45.2% | +32.1% |
| 1Y | +57.6% | -37.8% | +95.4% | +62.9% |
| 3Y | +183.5% | +16.6% | +166.9% | +166.6% |
| 5Y | +114.2% | -43.6% | +157.7% | +102.8% |
| All | +77.3% | +623.8% | -546.4% | +38.9% |
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