+341.5%
QQQ vs ZS
+498.3%
-156.8%
-35.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ZS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +0.6% | +0.2% | +0.7% |
| 7D | -0.6% | -3.1% | +2.5% | 0.0% |
| 30D | -1.2% | -7.2% | +6.0% | 0.0% |
| 3M | -0.2% | +30.5% | -30.7% | -6.3% |
| 6M | +17.9% | +7.0% | +10.9% | +12.1% |
| YTD | +16.6% | -26.8% | +43.5% | +19.8% |
| 1Y | +23.0% | -42.6% | +65.6% | +32.8% |
| 3Y | +92.9% | -0.3% | +93.3% | +79.4% |
| 5Y | +95.6% | -39.2% | +134.8% | +88.4% |
| All | +341.5% | +498.3% | -156.8% | +179.4% |
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