+231.1%
HOOD vs ZS
-29.3%
+260.4%
-90.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ZS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | +2.6% | -4.3% | -3.0% |
| 7D | +7.7% | -3.8% | +11.6% | +10.0% |
| 30D | +22.0% | -6.0% | +28.0% | +25.1% |
| 3M | +37.6% | +32.0% | +5.6% | +18.8% |
| 6M | +45.3% | +2.1% | +43.1% | +31.5% |
| YTD | +1.9% | -26.2% | +28.1% | +9.0% |
| 1Y | -2.7% | -41.2% | +38.4% | +16.9% |
| 3Y | +973.4% | +3.3% | +970.1% | +834.3% |
| 5Y | +179.3% | -40.7% | +220.0% | +180.2% |
| All | +231.1% | -29.3% | +260.4% | +84.5% |
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 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