+0.1%
DOW vs ZS
+184.1%
-184.0%
-64.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ZS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.4% | +0.1% | -0.3% |
| 7D | +5.2% | -2.6% | +7.8% | +5.5% |
| 30D | +13.2% | -12.8% | +26.0% | +14.5% |
| 3M | +10.1% | +2.3% | +7.8% | +9.3% |
| 6M | -13.1% | +26.3% | -39.3% | -16.2% |
| YTD | +46.1% | -14.4% | +60.5% | +45.5% |
| 1Y | +50.0% | -37.6% | +87.7% | +54.2% |
| 3Y | -20.2% | +8.0% | -28.3% | -23.6% |
| 5Y | -27.7% | -44.9% | +17.2% | -29.6% |
| All | +0.1% | +184.1% | -184.0% | -31.1% |
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