+283.0%
PSX vs ZS
+599.9%
-316.9%
-64.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ZS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -0.4% | +1.1% | +0.8% |
| 7D | +7.8% | -2.6% | +10.4% | +8.0% |
| 30D | -10.9% | -12.8% | +1.9% | -10.3% |
| 3M | +14.5% | +2.3% | +12.2% | +14.0% |
| 6M | +56.1% | +26.3% | +29.8% | +52.8% |
| YTD | +109.6% | -14.4% | +124.0% | +108.8% |
| 1Y | +95.5% | -37.6% | +133.1% | +98.4% |
| 3Y | +156.2% | +8.0% | +148.2% | +149.9% |
| 5Y | +310.0% | -44.9% | +354.9% | +301.0% |
| All | +283.0% | +599.9% | -316.9% | +188.9% |
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