+115.0%
EQT vs ZS
+498.3%
-383.3%
-83.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ZS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | +0.6% | -2.3% | -1.7% |
| 7D | -2.0% | -3.1% | +1.1% | -1.8% |
| 30D | 0.0% | -7.2% | +7.2% | +0.5% |
| 3M | +5.9% | +30.5% | -24.5% | +3.3% |
| 6M | -14.8% | +7.0% | -21.8% | -16.3% |
| YTD | +1.8% | -26.8% | +28.6% | +3.0% |
| 1Y | +7.4% | -42.6% | +50.0% | +10.7% |
| 3Y | +33.6% | -0.3% | +33.9% | +29.6% |
| 5Y | +199.3% | -39.2% | +238.5% | +190.1% |
| All | +115.0% | +498.3% | -383.3% | +60.7% |
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