+91.7%
INTU vs ZS
+498.3%
-406.6%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ZS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | +0.6% | +2.2% | +2.6% |
| 7D | -3.3% | -3.1% | -0.2% | -2.4% |
| 30D | -3.9% | -7.2% | +3.3% | -1.9% |
| 3M | +16.6% | +30.5% | -13.8% | +6.9% |
| 6M | -26.4% | +7.0% | -33.4% | -30.3% |
| YTD | -51.0% | -26.8% | -24.2% | -48.2% |
| 1Y | -50.8% | -42.6% | -8.2% | -44.3% |
| 3Y | -40.1% | -0.3% | -39.7% | -44.3% |
| 5Y | -41.2% | -39.2% | -2.0% | -41.7% |
| All | +91.7% | +498.3% | -406.6% | +18.3% |
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