+146.9%
DIA vs ZS
+498.3%
-351.4%
-36.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ZS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +0.6% | +0.3% | +0.9% |
| 7D | -1.6% | -3.1% | +1.5% | -1.3% |
| 30D | -2.0% | -7.2% | +5.2% | -1.5% |
| 3M | +3.6% | +30.5% | -26.9% | +0.6% |
| 6M | +11.5% | +7.0% | +4.5% | +9.0% |
| YTD | +10.4% | -26.8% | +37.2% | +11.9% |
| 1Y | +15.6% | -42.6% | +58.2% | +20.0% |
| 3Y | +58.9% | -0.3% | +59.2% | +53.3% |
| 5Y | +65.3% | -39.2% | +104.5% | +60.8% |
| All | +146.9% | +498.3% | -351.4% | +81.4% |
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