+483.2%
ZS vs BEN
+49.8%
+433.5%
-76.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +0.4% | -0.8% | -0.6% |
| 7D | -2.6% | +6.8% | -9.4% | -5.1% |
| 30D | -12.8% | +18.0% | -30.8% | -18.3% |
| 3M | +2.3% | +7.5% | -5.2% | -1.0% |
| 6M | +26.3% | +14.7% | +11.6% | +18.8% |
| YTD | -14.4% | +56.1% | -70.5% | -28.9% |
| 1Y | -37.6% | +69.6% | -107.2% | -49.9% |
| 3Y | +8.0% | +87.7% | -79.7% | -18.6% |
| 5Y | -44.9% | +28.6% | -73.5% | -54.0% |
| All | +483.2% | +49.8% | +433.5% | +398.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling