+321.1%
FAST vs ZS
+488.9%
-167.8%
-30.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ZS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -4.6% | +4.2% | +0.1% |
| 7D | +1.3% | -9.2% | +10.5% | +2.4% |
| 30D | -4.7% | -4.0% | -0.7% | -4.5% |
| 3M | +7.9% | +25.3% | -17.4% | +4.8% |
| 6M | +7.4% | -1.3% | +8.7% | +5.5% |
| YTD | +25.1% | -28.0% | +53.1% | +27.3% |
| 1Y | +4.7% | -42.5% | +47.2% | +9.4% |
| 3Y | +94.7% | +0.7% | +94.0% | +85.3% |
| 5Y | +106.8% | -42.3% | +149.1% | +100.5% |
| All | +321.1% | +488.9% | -167.8% | +191.3% |
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