+273.7%
PSX vs ZS
+494.5%
-220.7%
-64.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ZS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -1.6% | +0.7% | -0.8% |
| 7D | +1.5% | -8.1% | +9.6% | +2.0% |
| 30D | +15.8% | -8.4% | +24.3% | +16.3% |
| 3M | +43.0% | +31.1% | +11.9% | +40.7% |
| 6M | +61.1% | +4.4% | +56.7% | +59.4% |
| YTD | +104.5% | -27.3% | +131.8% | +106.1% |
| 1Y | +102.5% | -41.4% | +143.9% | +106.4% |
| 3Y | +133.5% | +1.7% | +131.8% | +129.2% |
| 5Y | +367.0% | -39.6% | +406.5% | +357.7% |
| All | +273.7% | +494.5% | -220.7% | +185.1% |
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