+3,877.1%
STRL vs ZS
+504.0%
+3,373.1%
-57.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-09 to 2026-09-09.
| Period | Portfolio | ZS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | +2.6% | -4.0% | -1.7% |
| 7D | +8.2% | -3.8% | +12.0% | +8.6% |
| 30D | -6.3% | -6.0% | -0.3% | -5.8% |
| 3M | -41.2% | +32.0% | -73.2% | -43.5% |
| 6M | +20.4% | +2.1% | +18.2% | +16.9% |
| YTD | +61.7% | -26.2% | +87.8% | +63.9% |
| 1Y | +72.7% | -41.2% | +113.9% | +81.4% |
| 3Y | +530.9% | +3.3% | +527.6% | +510.8% |
| 5Y | +2,125.4% | -40.7% | +2,166.1% | +2,093.7% |
| All | +3,877.1% | +504.0% | +3,373.1% | +2,791.9% |
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 2016-09-09 to 2026-09-09: 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…
2016-09-09 to 2026-09-09 analysis · Full analysis span regression · 6 months rolling