+403.3%
ZS vs DAR
+279.1%
+124.3%
-76.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DAR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | +0.6% | +2.0% | +2.4% |
| 7D | -3.8% | -0.2% | -3.7% | -3.9% |
| 30D | -6.0% | +7.4% | -13.4% | -7.8% |
| 3M | +32.0% | +15.7% | +16.3% | +26.7% |
| 6M | +2.1% | +30.0% | -27.9% | -4.9% |
| YTD | -26.2% | +87.5% | -113.7% | -37.4% |
| 1Y | -41.2% | +113.4% | -154.5% | -52.1% |
| 3Y | +3.3% | +15.3% | -12.0% | -4.7% |
| 5Y | -40.7% | -4.3% | -36.4% | -43.0% |
| All | +403.3% | +279.1% | +124.3% | +219.2% |
Cumulative growth
Daily Returns
Daily percentage return beside DAR.
Daily Out/Under-Performance
Portfolio return minus DAR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DAR 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 DAR 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