-12.7%
DASH vs ZS
-39.8%
+27.2%
-37.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ZS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -2.1% | +0.6% | -1.2% |
| 7D | -2.8% | -13.4% | +10.6% | -0.5% |
| 30D | -9.3% | -16.6% | +7.3% | -7.1% |
| 3M | -15.1% | +10.3% | -25.4% | -17.9% |
| 6M | +8.7% | +28.1% | -19.4% | -3.7% |
| YTD | -21.3% | -13.3% | -8.0% | -25.2% |
| 1Y | -12.7% | -40.7% | +28.1% | -12.6% |
| All | -12.7% | -39.8% | +27.2% | -12.6% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling