+376.1%
FAST vs ZS
+602.6%
-226.5%
-30.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ZS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -0.3% | +0.4% | +0.1% |
| 7D | +5.0% | -5.2% | +10.2% | +5.6% |
| 30D | +8.6% | -15.5% | +24.1% | +10.4% |
| 3M | +6.9% | +9.0% | -2.1% | +5.1% |
| 6M | +29.6% | +32.2% | -2.6% | +22.8% |
| YTD | +41.4% | -14.1% | +55.5% | +40.3% |
| 1Y | +38.5% | -39.1% | +77.6% | +43.5% |
| 3Y | +98.7% | +10.4% | +88.4% | +86.7% |
| 5Y | +108.0% | -44.6% | +152.7% | +101.9% |
| All | +376.1% | +602.6% | -226.5% | +221.0% |
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