+61.3%
XYZ vs ZS
+623.8%
-562.4%
-86.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ZS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.6% | +0.7% | +2.9% | +3.3% |
| 7D | +14.9% | -11.1% | +26.0% | +20.6% |
| 30D | +14.7% | -14.8% | +29.5% | +21.5% |
| 3M | +12.1% | +18.0% | -5.9% | +1.0% |
| 6M | +18.3% | +30.8% | -12.5% | -4.2% |
| YTD | +36.1% | -11.5% | +47.6% | +28.4% |
| 1Y | +35.3% | -37.8% | +73.1% | +50.0% |
| 3Y | +73.5% | +16.6% | +56.9% | +37.8% |
| 5Y | -61.6% | -43.6% | -18.1% | -61.3% |
| All | +61.3% | +623.8% | -562.4% | -27.6% |
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