+395.4%
ZS vs BEN
+38.5%
+356.8%
-76.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -1.3% | -0.2% | -1.1% |
| 7D | -8.1% | +0.3% | -8.4% | -8.3% |
| 30D | -8.4% | +0.9% | -9.3% | -8.9% |
| 3M | +31.1% | +9.2% | +21.9% | +26.3% |
| 6M | +4.4% | +36.8% | -32.4% | -8.5% |
| YTD | -27.3% | +44.4% | -71.7% | -37.5% |
| 1Y | -41.4% | +45.8% | -87.2% | -50.0% |
| 3Y | +1.7% | +52.5% | -50.8% | -16.8% |
| 5Y | -39.6% | +37.7% | -77.3% | -49.4% |
| All | +395.4% | +38.5% | +356.8% | +337.5% |
Cumulative growth
Daily Returns
Daily percentage return beside BEN.
Daily Out/Under-Performance
Portfolio return minus BEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BEN 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 BEN 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