-7.0%
DASH vs ZS
-42.0%
+35.0%
-82.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ZS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -3.1% | +2.9% | +1.2% |
| 7D | +0.4% | -16.9% | +17.3% | +8.6% |
| 30D | -6.0% | -7.4% | +1.4% | -4.1% |
| 3M | -15.8% | +21.6% | -37.3% | -26.3% |
| 6M | +7.0% | +42.4% | -35.4% | -19.5% |
| YTD | -20.7% | -12.1% | -8.5% | -24.6% |
| 1Y | -8.5% | -37.8% | +29.3% | +3.5% |
| 3Y | +101.8% | +20.9% | +80.9% | +44.0% |
| All | -7.0% | -42.0% | +35.0% | -13.8% |
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