+52.1%
TEL vs ZS
-43.4%
+95.5%
-34.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ZS | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -1.6% | +1.6% | +0.2% |
| 7D | -2.3% | -8.1% | +5.8% | -0.9% |
| 30D | -6.1% | -8.4% | +2.4% | -4.9% |
| 3M | +1.7% | +31.1% | -29.4% | -3.4% |
| 6M | +1.6% | +4.4% | -2.8% | -2.5% |
| YTD | -9.1% | -27.3% | +18.2% | -6.3% |
| 1Y | -1.7% | -41.4% | +39.7% | +5.8% |
| 3Y | +67.3% | +1.7% | +65.6% | +55.0% |
| 5Y | +52.1% | -39.6% | +91.7% | +42.6% |
| All | +52.1% | -43.4% | +95.5% | +42.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling