+43.3%
DIS vs ZS
+18.6%
+24.7%
-32.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ZS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -3.1% | +2.6% | -0.1% |
| 7D | +5.2% | -16.9% | +22.1% | +6.8% |
| 30D | +11.5% | -7.4% | +18.9% | +11.9% |
| 3M | +11.5% | +21.6% | -10.0% | +8.7% |
| 6M | +8.9% | +42.4% | -33.5% | +2.4% |
| YTD | +3.4% | -12.1% | +15.5% | +3.9% |
| 1Y | +7.2% | -37.8% | +45.0% | +14.1% |
| 3Y | +43.3% | +20.9% | +22.4% | +50.8% |
| All | +43.3% | +18.6% | +24.7% | +50.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling