+285.1%
LIN vs ZS
+608.8%
-323.7%
-32.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ZS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -2.1% | +2.3% | +0.4% |
| 7D | +2.0% | -13.4% | +15.4% | +3.1% |
| 30D | +7.9% | -16.6% | +24.5% | +9.2% |
| 3M | +6.3% | +10.3% | -4.0% | +5.0% |
| 6M | +6.5% | +28.1% | -21.6% | +3.0% |
| YTD | +23.6% | -13.3% | +36.9% | +22.9% |
| 1Y | +25.7% | -40.7% | +66.5% | +29.2% |
| 3Y | +35.6% | +11.4% | +24.2% | +29.8% |
| 5Y | +65.9% | -42.2% | +108.0% | +60.7% |
| All | +285.1% | +608.8% | -323.7% | +209.3% |
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