+395.4%
ZS vs ED
+88.6%
+306.8%
-76.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-10 to 2026-09-10.
| Period | Portfolio | ED | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -0.7% | -0.9% | -1.6% |
| 7D | -8.1% | -1.9% | -6.2% | -8.2% |
| 30D | -8.4% | +0.1% | -8.5% | -8.4% |
| 3M | +31.1% | 0.0% | +31.1% | +31.1% |
| 6M | +4.4% | -2.5% | +6.9% | +4.4% |
| YTD | -27.3% | +10.1% | -37.4% | -26.7% |
| 1Y | -41.4% | +13.6% | -54.9% | -40.7% |
| 3Y | +1.7% | +32.4% | -30.8% | +2.7% |
| 5Y | -39.6% | +69.9% | -109.5% | -39.0% |
| All | +395.4% | +88.6% | +306.8% | +439.5% |
Cumulative growth
Daily Returns
Daily percentage return beside ED.
Daily Out/Under-Performance
Portfolio return minus ED return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ED 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 2016-09-10 to 2026-09-10: compounded portfolio wealth divided by compounded ED 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…
2016-09-10 to 2026-09-10 analysis · Full analysis span regression · 6 months rolling