+151.1%
TOST vs ZS
+9.6%
+141.5%
-54.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ZS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | -0.4% | +3.8% | +3.6% |
| 7D | 0.0% | -2.6% | +2.7% | +0.8% |
| 30D | +16.2% | -12.8% | +29.0% | +19.9% |
| 3M | -1.5% | +2.3% | -3.8% | -4.6% |
| 6M | +55.3% | +26.3% | +29.0% | +32.7% |
| YTD | -2.3% | -14.4% | +12.1% | -3.8% |
| 1Y | -5.5% | -37.6% | +32.1% | +4.7% |
| 3Y | +151.1% | +8.0% | +143.1% | +86.8% |
| All | +151.1% | +9.6% | +141.5% | +86.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling