+629.2%
TT vs ZS
+517.5%
+111.7%
-40.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ZS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -4.5% | +5.3% | +1.2% |
| 7D | 0.0% | -7.8% | +7.8% | +0.7% |
| 30D | -7.2% | +5.0% | -12.2% | -7.7% |
| 3M | -3.0% | +25.5% | -28.5% | -5.2% |
| 6M | +1.4% | +8.7% | -7.3% | -0.9% |
| YTD | +15.9% | -24.5% | +40.4% | +17.1% |
| 1Y | +9.4% | -36.7% | +46.1% | +12.4% |
| 3Y | +124.4% | +7.2% | +117.2% | +116.3% |
| 5Y | +138.0% | -40.9% | +178.9% | +131.2% |
| All | +629.2% | +517.5% | +111.7% | +482.3% |
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 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