+21.3%
TFC vs ZS
-31.8%
+53.1%
-20.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ZS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.0% | -0.3% | +3.2% | +3.0% |
| 7D | +5.1% | -12.3% | +17.3% | +5.0% |
| 30D | +9.8% | +11.2% | -1.4% | +9.8% |
| 3M | -2.4% | +37.5% | -39.9% | -2.6% |
| 6M | +4.9% | +57.8% | -52.9% | +4.6% |
| YTD | +6.6% | -0.2% | +6.8% | +8.5% |
| 1Y | +21.3% | -31.6% | +52.9% | +28.5% |
| All | +21.3% | -31.8% | +53.1% | +28.5% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling