+138.0%
INTC vs ZS
+498.3%
-360.3%
-70.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ZS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | +0.6% | +2.0% | +2.5% |
| 7D | +7.5% | -3.1% | +10.6% | +8.0% |
| 30D | +2.0% | -7.2% | +9.2% | +3.1% |
| 3M | -12.0% | +30.5% | -42.5% | -16.6% |
| 6M | +114.5% | +7.0% | +107.6% | +104.9% |
| YTD | +179.0% | -26.8% | +205.8% | +184.9% |
| 1Y | +318.3% | -42.6% | +360.9% | +348.5% |
| 3Y | +171.2% | -0.3% | +171.5% | +156.9% |
| 5Y | +107.6% | -39.2% | +146.8% | +100.9% |
| All | +138.0% | +498.3% | -360.3% | +57.3% |
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