-72.2%
OPEN vs ZS
+52.5%
-124.7%
-98.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ZS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | +2.6% | -4.8% | -3.9% |
| 7D | -2.9% | -3.8% | +0.9% | -0.7% |
| 30D | -13.8% | -6.0% | -7.8% | -11.5% |
| 3M | -30.9% | +32.0% | -62.9% | -43.6% |
| 6M | -40.9% | +2.1% | -43.1% | -49.3% |
| YTD | -48.5% | -26.2% | -22.4% | -46.1% |
| 1Y | -50.9% | -41.2% | -9.7% | -39.4% |
| 3Y | -20.6% | +3.3% | -24.0% | -44.2% |
| 5Y | -84.2% | -40.7% | -43.4% | -83.7% |
| All | -72.2% | +52.5% | -124.7% | -78.6% |
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