+274.7%
PSX vs ZS
+488.9%
-214.2%
-64.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ZS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -4.6% | +6.2% | +1.8% |
| 7D | +2.8% | -9.2% | +12.0% | +3.3% |
| 30D | +27.8% | -4.0% | +31.8% | +27.9% |
| 3M | +42.0% | +25.3% | +16.7% | +40.1% |
| 6M | +58.1% | -1.3% | +59.4% | +56.9% |
| YTD | +105.0% | -28.0% | +133.0% | +106.7% |
| 1Y | +104.9% | -42.5% | +147.4% | +109.0% |
| 3Y | +134.1% | +0.7% | +133.3% | +129.8% |
| 5Y | +363.8% | -42.3% | +406.1% | +355.4% |
| All | +274.7% | +488.9% | -214.2% | +185.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling