+427.0%
GE vs ZS
-43.5%
+470.5%
-43.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ZS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | -0.6% | +2.0% | +1.5% |
| 7D | +4.0% | -13.7% | +17.7% | +5.7% |
| 30D | +11.1% | -14.2% | +25.2% | +12.6% |
| 3M | -6.7% | +8.5% | -15.3% | -8.4% |
| 6M | +14.3% | +30.2% | -15.9% | +8.0% |
| YTD | +11.7% | -13.8% | +25.6% | +11.4% |
| 1Y | +10.9% | -41.5% | +52.4% | +17.5% |
| 3Y | +279.0% | +10.7% | +268.3% | +255.4% |
| 5Y | +427.0% | -43.6% | +470.6% | +389.5% |
| All | +427.0% | -43.5% | +470.5% | +389.5% |
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