+93.0%
FOXA vs ZS
-43.4%
+136.5%
-35.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ZS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | -1.6% | +3.6% | +2.2% |
| 7D | -3.7% | -8.1% | +4.3% | -2.9% |
| 30D | +5.4% | -8.4% | +13.8% | +6.1% |
| 3M | -3.7% | +31.1% | -34.8% | -6.7% |
| 6M | +12.6% | +4.4% | +8.2% | +10.1% |
| YTD | -10.0% | -27.3% | +17.4% | -8.5% |
| 1Y | +15.0% | -41.4% | +56.4% | +19.4% |
| 3Y | +115.1% | +1.7% | +113.4% | +105.8% |
| 5Y | +93.0% | -39.6% | +132.6% | +88.3% |
| All | +93.0% | -43.4% | +136.5% | +88.3% |
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 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