+176.3%
DAL vs ZS
+10.3%
+166.0%
-47.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ZS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -0.6% | -0.4% | -0.9% |
| 7D | +2.3% | -13.7% | +16.0% | +4.5% |
| 30D | +14.3% | -14.2% | +28.5% | +16.6% |
| 3M | +1.3% | +8.5% | -7.2% | -0.9% |
| 6M | +29.3% | +30.2% | -0.9% | +18.8% |
| YTD | +33.0% | -13.8% | +46.8% | +34.7% |
| 1Y | +59.8% | -41.5% | +101.4% | +80.7% |
| All | +176.3% | +10.3% | +166.0% | +135.0% |
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 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