-5.1%
DASH vs ZS
+11.4%
-16.5%
-82.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ZS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.4% | -9.2% | -0.2% | -5.2% |
| 7D | +0.5% | -17.7% | +18.2% | +9.6% |
| 30D | -7.1% | -3.9% | -3.1% | -6.6% |
| 3M | -13.2% | +26.1% | -39.3% | -25.7% |
| 6M | +8.3% | +44.2% | -35.9% | -19.5% |
| YTD | -20.6% | -9.4% | -11.2% | -25.9% |
| 1Y | -24.4% | -37.1% | +12.7% | -14.5% |
| 3Y | +94.5% | +24.0% | +70.5% | +36.1% |
| 5Y | -9.4% | -39.8% | +30.3% | -10.9% |
| All | -5.1% | +11.4% | -16.5% | -43.9% |
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