+69.8%
T vs ZS
+498.3%
-428.5%
-39.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ZS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | +0.6% | +1.3% | +2.0% |
| 7D | +1.5% | -3.1% | +4.6% | +1.5% |
| 30D | +7.5% | -7.2% | +14.7% | +7.5% |
| 3M | +14.8% | +30.5% | -15.7% | +14.3% |
| 6M | -1.7% | +7.0% | -8.7% | -2.0% |
| YTD | +8.7% | -26.8% | +35.5% | +9.0% |
| 1Y | -7.5% | -42.6% | +35.1% | -6.8% |
| 3Y | +110.2% | -0.3% | +110.5% | +107.7% |
| 5Y | +71.6% | -39.2% | +110.9% | +68.9% |
| All | +69.8% | +498.3% | -428.5% | +43.6% |
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