+202.2%
RTX vs ZS
+604.7%
-402.5%
-52.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ZS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -0.6% | +1.1% | +0.5% |
| 7D | +1.4% | -13.7% | +15.1% | +2.2% |
| 30D | +7.8% | -14.2% | +22.0% | +8.5% |
| 3M | -9.8% | +8.5% | -18.3% | -10.5% |
| 6M | +13.5% | +30.2% | -16.6% | +11.0% |
| YTD | +10.9% | -13.8% | +24.8% | +10.7% |
| 1Y | +14.0% | -41.5% | +55.5% | +16.3% |
| 3Y | +159.9% | +10.7% | +149.2% | +153.3% |
| 5Y | +151.7% | -43.6% | +195.3% | +146.6% |
| All | +202.2% | +604.7% | -402.5% | +143.6% |
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