+370.0%
FAST vs ZS
+608.8%
-238.8%
-30.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ZS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -2.1% | +2.6% | +0.7% |
| 7D | +4.8% | -13.4% | +18.2% | +6.4% |
| 30D | +8.6% | -16.6% | +25.2% | +10.6% |
| 3M | +5.7% | +10.3% | -4.6% | +3.8% |
| 6M | +25.5% | +28.1% | -2.7% | +19.3% |
| YTD | +39.6% | -13.3% | +52.9% | +38.4% |
| 1Y | +35.5% | -40.7% | +76.2% | +40.9% |
| 3Y | +96.2% | +11.4% | +84.8% | +84.1% |
| 5Y | +110.2% | -42.2% | +152.4% | +103.0% |
| All | +370.0% | +608.8% | -238.8% | +216.6% |
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 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