+271.2%
PCAR vs ZS
+488.9%
-217.7%
-37.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ZS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -4.6% | +2.9% | -1.5% |
| 7D | 0.0% | -9.2% | +9.3% | +0.7% |
| 30D | -7.7% | -4.0% | -3.7% | -7.6% |
| 3M | +3.7% | +25.3% | -21.6% | +1.9% |
| 6M | +2.3% | -1.3% | +3.6% | +1.3% |
| YTD | +12.8% | -28.0% | +40.8% | +14.1% |
| 1Y | +27.8% | -42.5% | +70.2% | +31.5% |
| 3Y | +61.8% | +0.7% | +61.1% | +57.4% |
| 5Y | +168.2% | -42.3% | +210.5% | +161.8% |
| All | +271.2% | +488.9% | -217.7% | +192.6% |
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