+0.7%
ZS vs DAR
+14.9%
-14.1%
-64.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DAR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.6% | +2.9% | -7.6% | -5.1% |
| 7D | -9.2% | -0.9% | -8.3% | -9.1% |
| 30D | -4.0% | +13.0% | -17.0% | -6.0% |
| 3M | +25.3% | +15.0% | +10.3% | +21.9% |
| 6M | -1.3% | +26.8% | -28.1% | -5.7% |
| YTD | -28.0% | +86.4% | -114.4% | -36.0% |
| 1Y | -42.5% | +115.1% | -157.6% | -50.7% |
| 3Y | +0.7% | +14.6% | -13.9% | +1.3% |
| All | +0.7% | +14.9% | -14.1% | +1.3% |
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