+68.4%
DAL vs ZS
+618.8%
-550.3%
-69.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ZS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | -3.1% | +5.2% | +2.5% |
| 7D | +8.8% | -16.9% | +25.7% | +11.1% |
| 30D | +5.4% | -7.4% | +12.8% | +6.1% |
| 3M | -4.9% | +21.6% | -26.5% | -7.9% |
| 6M | +19.8% | +42.4% | -22.5% | +11.9% |
| YTD | +27.0% | -12.1% | +39.1% | +25.6% |
| 1Y | +52.5% | -37.8% | +90.3% | +57.5% |
| 3Y | +173.8% | +20.9% | +152.9% | +156.5% |
| 5Y | +104.5% | -41.6% | +146.2% | +93.5% |
| All | +68.4% | +618.8% | -550.3% | +32.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling