-81.0%
PATH vs ZS
+5.5%
-86.4%
-89.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ZS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | -0.6% | +3.0% | +2.8% |
| 7D | -2.7% | -13.7% | +10.9% | +5.7% |
| 30D | -1.4% | -14.2% | +12.8% | +7.0% |
| 3M | -16.4% | +8.5% | -25.0% | -22.2% |
| 6M | +23.3% | +30.2% | -6.9% | -3.1% |
| YTD | -19.8% | -13.8% | -6.0% | -20.2% |
| 1Y | -8.6% | -41.5% | +32.9% | +15.1% |
| 3Y | -24.0% | +10.7% | -34.8% | -39.1% |
| 5Y | -77.1% | -43.6% | -33.5% | -76.2% |
| All | -81.0% | +5.5% | -86.4% | -86.4% |
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