+123.0%
TT vs ZS
+8.5%
+114.5%
-24.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ZS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -4.5% | +5.3% | +1.2% |
| 7D | 0.0% | -7.8% | +7.8% | +0.6% |
| 30D | -7.2% | +5.0% | -12.2% | -7.6% |
| 3M | -3.0% | +25.5% | -28.5% | -4.8% |
| 6M | +1.4% | +8.7% | -7.3% | -0.5% |
| YTD | +15.9% | -24.5% | +40.4% | +20.7% |
| 1Y | +9.4% | -36.7% | +46.1% | +17.6% |
| All | +123.0% | +8.5% | +114.5% | +104.3% |
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