+33.1%
KMB vs ZS
+599.9%
-566.8%
-34.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ZS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | -0.4% | +2.5% | +2.1% |
| 7D | +0.9% | -2.6% | +3.5% | +1.0% |
| 30D | +10.1% | -12.8% | +22.9% | +10.2% |
| 3M | 0.0% | +2.3% | -2.2% | -0.1% |
| 6M | +15.7% | +26.3% | -10.6% | +15.0% |
| YTD | +12.6% | -14.4% | +27.1% | +12.7% |
| 1Y | +10.1% | -37.6% | +47.8% | +10.9% |
| 3Y | +2.1% | +8.0% | -5.9% | +0.9% |
| 5Y | -0.7% | -44.9% | +44.2% | -1.2% |
| All | +33.1% | +599.9% | -566.8% | +13.3% |
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