+153.0%
DASH vs ZS
+6.8%
+146.3%
-48.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ZS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.6% | -4.5% | -0.1% | -3.3% |
| 7D | -10.6% | -7.8% | -2.7% | -8.5% |
| 30D | +2.2% | +5.0% | -2.9% | -0.1% |
| 3M | +32.3% | +25.5% | +6.7% | +22.2% |
| 6M | +19.1% | +8.7% | +10.4% | +9.2% |
| YTD | -6.5% | -24.5% | +18.0% | -2.9% |
| 1Y | -14.9% | -36.7% | +21.8% | -6.6% |
| All | +153.0% | +6.8% | +146.3% | +97.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling