+15.0%
TFC vs ZS
-39.0%
+53.9%
-20.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ZS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.4% | +0.5% | +0.2% |
| 7D | +1.2% | -2.6% | +3.8% | +1.2% |
| 30D | +9.7% | -12.8% | +22.5% | +9.7% |
| 3M | -4.8% | +2.3% | -7.0% | -4.8% |
| 6M | +8.4% | +26.3% | -17.8% | +8.2% |
| YTD | +4.7% | -14.4% | +19.1% | +6.3% |
| 1Y | +15.0% | -37.6% | +52.6% | +20.7% |
| All | +15.0% | -39.0% | +53.9% | +20.7% |
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 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