+411.5%
GE vs ZS
+599.9%
-188.3%
-61.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ZS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -0.4% | +0.7% | +0.3% |
| 7D | +2.7% | -2.6% | +5.3% | +2.9% |
| 30D | +8.1% | -12.8% | +20.9% | +9.1% |
| 3M | -7.9% | +2.3% | -10.1% | -8.6% |
| 6M | +12.9% | +26.3% | -13.4% | +8.7% |
| YTD | +8.2% | -14.4% | +22.6% | +7.6% |
| 1Y | +9.7% | -37.6% | +47.3% | +12.6% |
| 3Y | +266.1% | +8.0% | +258.1% | +251.6% |
| 5Y | +407.4% | -44.9% | +452.2% | +391.2% |
| All | +411.5% | +599.9% | -188.3% | +294.3% |
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