+105.8%
DAL vs ZS
-42.1%
+148.0%
-47.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ZS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | -4.5% | +6.3% | +2.6% |
| 7D | +0.1% | -7.8% | +8.0% | +1.6% |
| 30D | -13.9% | +5.0% | -19.0% | -15.1% |
| 3M | +1.1% | +25.5% | -24.5% | -3.9% |
| 6M | +26.2% | +8.7% | +17.5% | +19.4% |
| YTD | +16.4% | -24.5% | +40.9% | +19.0% |
| 1Y | +33.9% | -36.7% | +70.6% | +41.4% |
| 3Y | +93.4% | +7.2% | +86.2% | +76.1% |
| All | +105.8% | -42.1% | +148.0% | +102.7% |
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