+1,273.6%
MU vs ZS
+604.7%
+668.9%
-57.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ZS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.9% | -0.6% | +12.5% | +12.0% |
| 7D | +2.0% | -13.7% | +15.7% | +5.8% |
| 30D | -18.0% | -14.2% | -3.8% | -14.8% |
| 3M | -6.6% | +8.5% | -15.1% | -9.1% |
| 6M | +2.0% | +30.2% | -28.1% | -8.4% |
| YTD | +184.5% | -13.8% | +198.3% | +178.5% |
| 1Y | +236.9% | -41.5% | +278.4% | +265.5% |
| 3Y | +987.0% | +10.7% | +976.2% | +882.5% |
| 5Y | +1,014.6% | -43.6% | +1,058.2% | +989.1% |
| All | +1,273.6% | +604.7% | +668.9% | +628.0% |
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