-30.5%
FISV vs ZS
+498.3%
-528.8%
-80.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ZS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.4% | +0.6% | +4.8% | +5.3% |
| 7D | -2.7% | -3.1% | +0.4% | -2.3% |
| 30D | 0.0% | -7.2% | +7.2% | +0.9% |
| 3M | -2.8% | +30.5% | -33.3% | -6.4% |
| 6M | -11.8% | +7.0% | -18.8% | -14.1% |
| YTD | -23.2% | -26.8% | +3.6% | -21.7% |
| 1Y | -62.0% | -42.6% | -19.4% | -60.1% |
| 3Y | -57.6% | -0.3% | -57.3% | -59.0% |
| 5Y | -53.4% | -39.2% | -14.2% | -54.6% |
| All | -30.5% | +498.3% | -528.8% | -49.2% |
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