+100.6%
EOG vs ZS
+498.3%
-397.8%
-77.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ZS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +0.6% | -0.7% | -0.1% |
| 7D | +1.5% | -3.1% | +4.6% | +1.7% |
| 30D | +2.9% | -7.2% | +10.2% | +3.4% |
| 3M | +8.7% | +30.5% | -21.7% | +6.3% |
| 6M | +12.9% | +7.0% | +5.9% | +11.0% |
| YTD | +43.8% | -26.8% | +70.7% | +45.3% |
| 1Y | +27.1% | -42.6% | +69.7% | +30.7% |
| 3Y | +25.9% | -0.3% | +26.2% | +22.0% |
| 5Y | +177.9% | -39.2% | +217.1% | +170.1% |
| All | +100.6% | +498.3% | -397.8% | +40.7% |
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 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