+17.1%
DLR vs ZS
-39.0%
+56.1%
-15.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ZS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -0.4% | -1.5% | -1.9% |
| 7D | +3.3% | -2.6% | +5.9% | +3.3% |
| 30D | +4.6% | -12.8% | +17.4% | +4.4% |
| 3M | -8.3% | +2.3% | -10.6% | -7.3% |
| 6M | -5.6% | +26.3% | -31.9% | -3.3% |
| YTD | +18.7% | -14.4% | +33.1% | +23.5% |
| 1Y | +17.1% | -37.6% | +54.7% | +22.6% |
| All | +17.1% | -39.0% | +56.1% | +22.6% |
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