+715.7%
FLEX vs ZS
+504.0%
+211.7%
-67.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ZS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | +2.6% | -4.0% | -1.9% |
| 7D | +6.4% | -3.8% | +10.2% | +7.0% |
| 30D | -5.9% | -6.0% | +0.1% | -5.1% |
| 3M | -23.5% | +32.0% | -55.4% | -27.7% |
| 6M | +83.7% | +2.1% | +81.6% | +76.2% |
| YTD | +86.5% | -26.2% | +112.6% | +89.9% |
| 1Y | +100.5% | -41.2% | +141.7% | +113.6% |
| 3Y | +469.8% | +3.3% | +466.5% | +430.5% |
| 5Y | +725.7% | -40.7% | +766.4% | +696.8% |
| All | +715.7% | +504.0% | +211.7% | +406.7% |
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