+37.9%
INTC vs ZS
+599.9%
-561.9%
-70.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ZS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | -0.4% | -2.1% | -2.4% |
| 7D | +6.0% | -2.6% | +8.6% | +6.5% |
| 30D | -39.2% | -12.8% | -26.4% | -37.4% |
| 3M | -42.9% | +2.3% | -45.2% | -43.3% |
| 6M | -50.4% | +26.3% | -76.7% | -53.7% |
| YTD | +61.7% | -14.4% | +76.1% | +60.5% |
| 1Y | +66.1% | -37.6% | +103.8% | +75.7% |
| 3Y | +58.1% | +8.0% | +50.1% | +47.8% |
| 5Y | +27.9% | -44.9% | +72.7% | +25.3% |
| All | +37.9% | +599.9% | -561.9% | -11.4% |
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