+61.4%
USB vs ZS
+599.9%
-538.5%
-52.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ZS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -0.4% | +1.2% | +0.9% |
| 7D | +2.6% | -2.6% | +5.2% | +2.8% |
| 30D | +8.4% | -12.8% | +21.2% | +9.2% |
| 3M | -5.5% | +2.3% | -7.8% | -6.0% |
| 6M | +17.7% | +26.3% | -8.5% | +14.8% |
| YTD | +17.6% | -14.4% | +32.0% | +17.1% |
| 1Y | +33.9% | -37.6% | +71.5% | +36.1% |
| 3Y | +103.8% | +8.0% | +95.8% | +99.0% |
| 5Y | +25.6% | -44.9% | +70.5% | +21.7% |
| All | +61.4% | +599.9% | -538.5% | +34.1% |
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