+32.8%
DIS vs ZS
+0.9%
+31.9%
-32.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ZS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -4.6% | +4.4% | +0.2% |
| 7D | -1.1% | -9.2% | +8.1% | -0.2% |
| 30D | +0.1% | -4.0% | +4.1% | +0.3% |
| 3M | +7.1% | +25.3% | -18.2% | +4.0% |
| 6M | +4.3% | -1.3% | +5.6% | +2.3% |
| YTD | -6.9% | -28.0% | +21.1% | -4.2% |
| 1Y | -10.3% | -42.5% | +32.2% | -4.3% |
| 3Y | +32.8% | +0.7% | +32.1% | +21.7% |
| All | +32.8% | +0.9% | +31.9% | +21.7% |
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