+580.5%
TT vs ZS
+599.9%
-19.4%
-40.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ZS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -0.4% | -1.0% | -1.4% |
| 7D | +4.0% | -2.6% | +6.7% | +4.3% |
| 30D | -11.3% | -12.8% | +1.5% | -10.4% |
| 3M | -12.3% | +2.3% | -14.6% | -12.8% |
| 6M | -10.8% | +26.3% | -37.1% | -13.9% |
| YTD | +8.2% | -14.4% | +22.6% | +7.8% |
| 1Y | +1.5% | -37.6% | +39.1% | +4.5% |
| 3Y | +91.5% | +8.0% | +83.4% | +84.2% |
| 5Y | +130.2% | -44.9% | +175.1% | +122.4% |
| All | +580.5% | +599.9% | -19.4% | +436.1% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling