+488.8%
PH vs ZS
+498.3%
-9.5%
-54.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ZS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +0.6% | +1.1% | +1.6% |
| 7D | -1.3% | -3.1% | +1.8% | -0.9% |
| 30D | -11.0% | -7.2% | -3.8% | -10.4% |
| 3M | +5.5% | +30.5% | -25.0% | +1.9% |
| 6M | +1.5% | +7.0% | -5.5% | -1.5% |
| YTD | +8.8% | -26.8% | +35.6% | +10.5% |
| 1Y | +24.5% | -42.6% | +67.1% | +30.3% |
| 3Y | +141.2% | -0.3% | +141.5% | +131.7% |
| 5Y | +256.3% | -39.2% | +295.5% | +245.1% |
| All | +488.8% | +498.3% | -9.5% | +327.2% |
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