+63.2%
DHI vs ZS
-38.5%
+101.7%
-44.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ZS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +0.6% | +1.1% | +1.6% |
| 7D | -3.4% | -3.1% | -0.3% | -3.0% |
| 30D | -5.4% | -7.2% | +1.8% | -4.6% |
| 3M | -10.4% | +30.5% | -40.9% | -14.3% |
| 6M | -2.8% | +7.0% | -9.7% | -6.4% |
| YTD | -3.4% | -26.8% | +23.4% | -1.2% |
| 1Y | -22.9% | -42.6% | +19.7% | -17.8% |
| 3Y | +20.7% | -0.3% | +21.0% | +10.3% |
| All | +63.2% | -38.5% | +101.7% | +50.1% |
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