+11.4%
ZS vs DAR
+20.8%
-9.4%
-64.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DAR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -1.8% | -0.2% | -1.8% |
| 7D | -13.4% | -3.8% | -9.6% | -12.9% |
| 30D | -16.6% | -14.4% | -2.2% | -15.0% |
| 3M | +10.3% | -17.9% | +28.2% | +12.7% |
| 6M | +28.1% | -18.3% | +46.4% | +30.7% |
| YTD | -13.3% | +43.2% | -56.6% | -19.9% |
| 1Y | -40.7% | +57.7% | -98.4% | -46.4% |
| 3Y | +11.4% | +22.7% | -11.4% | +3.6% |
| All | +11.4% | +20.8% | -9.4% | +3.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling