-3.2%
SLB vs ZS
+623.8%
-627.0%
-82.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ZS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +0.7% | +0.2% | +0.9% |
| 7D | -3.7% | -11.1% | +7.4% | -3.1% |
| 30D | +2.9% | -14.8% | +17.8% | +3.8% |
| 3M | +0.2% | +18.0% | -17.8% | -0.8% |
| 6M | -4.4% | +30.8% | -35.3% | -6.5% |
| YTD | +33.4% | -11.5% | +44.9% | +33.1% |
| 1Y | +40.8% | -37.8% | +78.6% | +43.4% |
| 3Y | +3.2% | +16.6% | -13.4% | +0.7% |
| 5Y | +64.8% | -43.6% | +108.4% | +61.1% |
| All | -3.2% | +623.8% | -627.0% | -27.4% |
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