+8.3%
DIS vs ZS
+488.9%
-480.6%
-60.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ZS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -4.6% | +4.4% | +0.4% |
| 7D | -1.1% | -9.2% | +8.1% | +0.1% |
| 30D | +0.1% | -4.0% | +4.1% | +0.4% |
| 3M | +7.1% | +25.3% | -18.2% | +3.3% |
| 6M | +4.3% | -1.3% | +5.6% | +2.0% |
| YTD | -6.9% | -28.0% | +21.1% | -5.2% |
| 1Y | -10.3% | -42.5% | +32.2% | -5.8% |
| 3Y | +32.8% | +0.7% | +32.1% | +25.9% |
| 5Y | -41.5% | -42.3% | +0.8% | -43.7% |
| All | +8.3% | +488.9% | -480.6% | -20.5% |
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