+726.2%
FLEX vs ZS
-42.6%
+768.8%
-40.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ZS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.4% | -4.6% | +9.0% | +5.3% |
| 7D | +7.0% | -9.2% | +16.2% | +8.8% |
| 30D | -5.8% | -4.0% | -1.8% | -5.4% |
| 3M | -24.2% | +25.3% | -49.5% | -28.0% |
| 6M | +90.8% | -1.3% | +92.1% | +83.6% |
| YTD | +89.2% | -28.0% | +117.2% | +95.5% |
| 1Y | +104.7% | -42.5% | +147.2% | +123.5% |
| 3Y | +478.1% | +0.7% | +477.4% | +433.3% |
| 5Y | +726.2% | -42.3% | +768.5% | +672.0% |
| All | +726.2% | -42.6% | +768.8% | +672.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling