+623.1%
TT vs ZS
+504.0%
+119.1%
-40.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ZS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +2.6% | -3.0% | -0.6% |
| 7D | +1.4% | -3.8% | +5.3% | +1.7% |
| 30D | -6.7% | -6.0% | -0.7% | -6.3% |
| 3M | -5.4% | +32.0% | -37.4% | -8.0% |
| 6M | +4.4% | +2.1% | +2.2% | +2.6% |
| YTD | +14.9% | -26.2% | +41.1% | +16.3% |
| 1Y | +9.3% | -41.2% | +50.4% | +13.1% |
| 3Y | +121.7% | +3.3% | +118.4% | +114.5% |
| 5Y | +148.2% | -40.7% | +188.9% | +141.2% |
| All | +623.1% | +504.0% | +119.1% | +478.5% |
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 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