+111.4%
DAL vs ZS
-45.5%
+156.9%
-47.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ZS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.4% | 0.0% | -0.3% |
| 7D | -1.1% | -2.6% | +1.5% | -0.6% |
| 30D | +12.8% | -12.8% | +25.7% | +15.3% |
| 3M | -5.3% | +2.3% | -7.6% | -6.8% |
| 6M | +22.4% | +26.3% | -3.9% | +12.3% |
| YTD | +25.6% | -14.4% | +40.0% | +24.3% |
| 1Y | +45.5% | -37.6% | +83.1% | +54.7% |
| 3Y | +161.0% | +8.0% | +152.9% | +136.1% |
| All | +111.4% | -45.5% | +156.9% | +95.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling