-5.9%
DASH vs ZS
+5.9%
-11.8%
-82.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ZS | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.6% | +0.6% | +0.3% |
| 7D | -10.2% | -13.7% | +3.4% | -4.0% |
| 30D | -8.2% | -14.2% | +5.9% | -2.8% |
| 3M | -15.9% | +8.5% | -24.5% | -22.5% |
| 6M | +13.3% | +30.2% | -16.9% | -11.2% |
| YTD | -21.3% | -13.8% | -7.5% | -24.9% |
| 1Y | -11.1% | -41.5% | +30.4% | +3.9% |
| 3Y | +103.8% | +10.7% | +93.1% | +51.8% |
| 5Y | -21.6% | -43.6% | +22.0% | -19.9% |
| All | -5.9% | +5.9% | -11.8% | -43.2% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling