+203.0%
TEAM vs ZS
+494.5%
-291.5%
-87.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ZS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -1.6% | +2.6% | +1.8% |
| 7D | -7.8% | -8.1% | +0.3% | -3.8% |
| 30D | +16.5% | -8.4% | +25.0% | +21.6% |
| 3M | +96.2% | +31.1% | +65.1% | +72.7% |
| 6M | +130.2% | +4.4% | +125.8% | +116.7% |
| YTD | +10.7% | -27.3% | +38.1% | +24.5% |
| 1Y | +3.0% | -41.4% | +44.4% | +26.6% |
| 3Y | -13.1% | +1.7% | -14.8% | -20.3% |
| 5Y | -52.7% | -39.6% | -13.1% | -47.8% |
| All | +203.0% | +494.5% | -291.5% | +89.7% |
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