+280.3%
LIN vs ZS
+618.8%
-338.5%
-32.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ZS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -3.1% | +1.9% | -0.9% |
| 7D | +0.2% | -16.9% | +17.1% | +1.5% |
| 30D | +6.5% | -7.4% | +13.9% | +6.9% |
| 3M | +5.5% | +21.6% | -16.1% | +3.4% |
| 6M | +3.3% | +42.4% | -39.0% | -1.0% |
| YTD | +22.0% | -12.1% | +34.1% | +21.3% |
| 1Y | +25.7% | -37.8% | +63.6% | +28.7% |
| 3Y | +36.2% | +20.9% | +15.3% | +29.5% |
| 5Y | +66.1% | -41.6% | +107.7% | +60.8% |
| All | +280.3% | +618.8% | -338.5% | +205.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling