+90.1%
FAST vs ZS
+6.8%
+83.3%
-21.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ZS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -4.5% | +5.3% | +1.1% |
| 7D | -0.4% | -7.8% | +7.5% | +0.2% |
| 30D | -0.8% | +5.0% | -5.8% | -1.2% |
| 3M | +5.8% | +25.5% | -19.8% | +4.0% |
| 6M | +8.0% | +8.7% | -0.7% | +6.2% |
| YTD | +25.6% | -24.5% | +50.1% | +29.1% |
| 1Y | +0.8% | -36.7% | +37.5% | +5.8% |
| All | +90.1% | +6.8% | +83.3% | +77.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling