+78.4%
FDX vs ZS
+488.9%
-410.4%
-64.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ZS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | -4.6% | +2.0% | -2.1% |
| 7D | -3.3% | -9.2% | +5.9% | -2.2% |
| 30D | -1.4% | -4.0% | +2.6% | -1.1% |
| 3M | -4.5% | +25.3% | -29.8% | -7.5% |
| 6M | +9.4% | -1.3% | +10.7% | +7.2% |
| YTD | +36.0% | -28.0% | +64.0% | +38.4% |
| 1Y | +75.5% | -42.5% | +118.0% | +83.8% |
| 3Y | +62.8% | +0.7% | +62.1% | +54.3% |
| 5Y | +64.4% | -42.3% | +106.7% | +59.1% |
| All | +78.4% | +488.9% | -410.4% | +20.3% |
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