+45.9%
XYZ vs ZS
+488.9%
-442.9%
-86.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ZS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | -4.6% | +1.4% | -1.2% |
| 7D | +2.9% | -9.2% | +12.1% | +7.1% |
| 30D | +1.4% | -4.0% | +5.4% | +2.6% |
| 3M | +14.6% | +25.3% | -10.7% | +2.5% |
| 6M | +20.8% | -1.3% | +22.1% | +12.1% |
| YTD | +23.1% | -28.0% | +51.1% | +30.4% |
| 1Y | +5.6% | -42.5% | +48.1% | +23.3% |
| 3Y | +50.9% | +0.7% | +50.2% | +30.8% |
| 5Y | -68.6% | -42.3% | -26.3% | -67.3% |
| All | +45.9% | +488.9% | -442.9% | -26.5% |
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