+487.3%
ZS vs DAR
+204.2%
+283.0%
-76.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DAR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +5.1% | -5.6% | -1.7% |
| 7D | -13.7% | +3.6% | -17.2% | -14.3% |
| 30D | -14.2% | -11.3% | -2.9% | -11.9% |
| 3M | +8.5% | -13.1% | +21.7% | +11.4% |
| 6M | +30.2% | -15.1% | +45.3% | +33.9% |
| YTD | -13.8% | +50.5% | -64.3% | -23.5% |
| 1Y | -41.5% | +57.9% | -99.4% | -48.8% |
| 3Y | +10.7% | +28.9% | -18.2% | -2.1% |
| 5Y | -43.6% | -31.4% | -12.2% | -42.0% |
| All | +487.3% | +204.2% | +283.0% | +290.4% |
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