+208.6%
TRV vs ZS
+488.9%
-280.3%
-46.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ZS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -4.6% | +3.6% | -0.9% |
| 7D | +0.5% | -9.2% | +9.7% | +0.7% |
| 30D | -4.9% | -4.0% | -0.9% | -4.8% |
| 3M | +23.7% | +25.3% | -1.5% | +22.9% |
| 6M | +20.3% | -1.3% | +21.6% | +19.9% |
| YTD | +27.1% | -28.0% | +55.1% | +27.6% |
| 1Y | +35.3% | -42.5% | +77.8% | +36.7% |
| 3Y | +139.8% | +0.7% | +139.1% | +137.6% |
| 5Y | +153.9% | -42.3% | +196.2% | +152.0% |
| All | +208.6% | +488.9% | -280.3% | +155.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling