+637.0%
MPC vs ZS
+488.9%
+148.1%
-79.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ZS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.3% | -4.6% | +6.9% | +2.6% |
| 7D | +3.9% | -9.2% | +13.1% | +4.6% |
| 30D | +33.8% | -4.0% | +37.8% | +34.0% |
| 3M | +49.9% | +25.3% | +24.6% | +47.1% |
| 6M | +80.9% | -1.3% | +82.2% | +79.2% |
| YTD | +147.4% | -28.0% | +175.4% | +150.0% |
| 1Y | +123.2% | -42.5% | +165.7% | +129.0% |
| 3Y | +171.7% | +0.7% | +171.0% | +165.2% |
| 5Y | +678.6% | -42.3% | +720.9% | +662.5% |
| All | +637.0% | +488.9% | +148.1% | +429.0% |
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