+2,754.3%
DELL vs ZS
+498.3%
+2,255.9%
-59.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ZS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +12.0% | +0.6% | +11.3% | +11.9% |
| 7D | +8.2% | -3.1% | +11.3% | +8.9% |
| 30D | +17.1% | -7.2% | +24.3% | +18.5% |
| 3M | +45.2% | +30.5% | +14.7% | +37.2% |
| 6M | +286.8% | +7.0% | +279.8% | +272.7% |
| YTD | +354.8% | -26.8% | +381.6% | +367.2% |
| 1Y | +358.3% | -42.6% | +400.9% | +392.2% |
| 3Y | +724.9% | -0.3% | +725.2% | +679.5% |
| 5Y | +1,193.7% | -39.2% | +1,232.9% | +1,150.5% |
| All | +2,754.3% | +498.3% | +2,255.9% | +1,753.9% |
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 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