+173.8%
DAL vs ZS
+18.6%
+155.2%
-47.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ZS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | -3.1% | +5.2% | +2.6% |
| 7D | +8.8% | -16.9% | +25.7% | +11.6% |
| 30D | +5.4% | -7.4% | +12.8% | +6.3% |
| 3M | -4.9% | +21.6% | -26.5% | -8.7% |
| 6M | +19.8% | +42.4% | -22.5% | +7.8% |
| YTD | +27.0% | -12.1% | +39.1% | +28.3% |
| 1Y | +52.5% | -37.8% | +90.3% | +69.6% |
| 3Y | +173.8% | +20.9% | +152.9% | +118.1% |
| All | +173.8% | +18.6% | +155.2% | +118.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling