+288.3%
LIN vs ZS
+599.9%
-311.6%
-32.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ZS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -0.4% | +1.1% | +0.7% |
| 7D | +2.1% | -2.6% | +4.7% | +2.3% |
| 30D | +6.8% | -12.8% | +19.6% | +7.7% |
| 3M | +10.4% | +2.3% | +8.1% | +9.6% |
| 6M | +3.2% | +26.3% | -23.1% | -0.1% |
| YTD | +24.6% | -14.4% | +39.0% | +24.1% |
| 1Y | +24.4% | -37.6% | +62.0% | +27.3% |
| 3Y | +36.7% | +8.0% | +28.7% | +31.2% |
| 5Y | +67.0% | -44.9% | +111.9% | +62.4% |
| All | +288.3% | +599.9% | -311.6% | +212.1% |
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