+416.5%
SNPS vs ZS
+599.9%
-183.4%
-43.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ZS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -0.4% | -1.2% | -1.5% |
| 7D | +1.1% | -2.6% | +3.7% | +1.9% |
| 30D | -5.2% | -12.8% | +7.7% | -1.6% |
| 3M | +10.6% | +2.3% | +8.3% | +8.2% |
| 6M | -10.6% | +26.3% | -36.9% | -21.1% |
| YTD | -3.1% | -14.4% | +11.3% | -4.6% |
| 1Y | +15.6% | -37.6% | +53.2% | +25.1% |
| 3Y | -12.9% | +8.0% | -21.0% | -22.1% |
| 5Y | +31.2% | -44.9% | +76.0% | +30.6% |
| All | +416.5% | +599.9% | -183.4% | +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 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