+11.1%
DLR vs ZS
-41.7%
+52.7%
-16.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ZS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +0.6% | +1.1% | +1.7% |
| 7D | +0.1% | -3.1% | +3.2% | 0.0% |
| 30D | -4.3% | -7.2% | +2.9% | -4.4% |
| 3M | +3.8% | +30.5% | -26.6% | +4.1% |
| 6M | +5.8% | +7.0% | -1.1% | +6.6% |
| YTD | +23.5% | -26.8% | +50.4% | +28.7% |
| 1Y | +11.1% | -42.6% | +53.7% | +21.6% |
| All | +11.1% | -41.7% | +52.7% | +21.6% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling