+5.4%
KMB vs ZS
+13.9%
-8.4%
-34.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ZS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.2% | +0.7% | +2.5% | +3.3% |
| 7D | +3.4% | -11.1% | +14.5% | +3.0% |
| 30D | +14.7% | -14.8% | +29.5% | +14.1% |
| 3M | +3.3% | +18.0% | -14.7% | +4.1% |
| 6M | +16.8% | +30.8% | -14.0% | +18.8% |
| YTD | +15.2% | -11.5% | +26.7% | +15.9% |
| 1Y | +13.3% | -37.8% | +51.1% | +12.8% |
| 3Y | +5.4% | +16.6% | -11.2% | +5.7% |
| All | +5.4% | +13.9% | -8.4% | +5.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling