+930.2%
MRVL vs ZS
+494.5%
+435.7%
-61.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ZS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | -1.6% | -1.8% | -2.9% |
| 7D | +8.7% | -8.1% | +16.7% | +11.4% |
| 30D | +6.9% | -8.4% | +15.3% | +9.0% |
| 3M | -10.1% | +31.1% | -41.2% | -19.1% |
| 6M | +143.4% | +4.4% | +139.1% | +123.7% |
| YTD | +167.5% | -27.3% | +194.8% | +175.7% |
| 1Y | +239.0% | -41.4% | +280.3% | +275.0% |
| 3Y | +311.0% | +1.7% | +309.3% | +262.9% |
| 5Y | +278.0% | -39.6% | +317.6% | +266.3% |
| All | +930.2% | +494.5% | +435.7% | +489.4% |
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