+61.8%
PCG vs ZS
-42.6%
+104.4%
-39.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ZS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.6% | -4.6% | +8.3% | +3.8% |
| 7D | +5.4% | -9.2% | +14.6% | +5.7% |
| 30D | -15.1% | -4.0% | -11.1% | -15.1% |
| 3M | -9.8% | +25.3% | -35.1% | -10.9% |
| 6M | -18.0% | -1.3% | -16.7% | -18.6% |
| YTD | -7.2% | -28.0% | +20.8% | -6.3% |
| 1Y | +2.9% | -42.5% | +45.4% | +5.4% |
| 3Y | -11.1% | +0.7% | -11.8% | -14.0% |
| 5Y | +61.8% | -42.3% | +104.1% | +54.6% |
| All | +61.8% | -42.6% | +104.4% | +54.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling