+483.2%
ZS vs GEN
+125.3%
+357.9%
-76.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +2.4% | -2.8% | -1.5% |
| 7D | -2.6% | +2.0% | -4.7% | -3.6% |
| 30D | -12.8% | +27.7% | -40.6% | -23.1% |
| 3M | +2.3% | +3.3% | -1.0% | -0.8% |
| 6M | +26.3% | +31.8% | -5.5% | +10.2% |
| YTD | -14.4% | +13.5% | -27.9% | -20.5% |
| 1Y | -37.6% | +16.0% | -53.7% | -42.6% |
| 3Y | +8.0% | +70.6% | -62.5% | -16.4% |
| 5Y | -44.9% | +32.1% | -77.0% | -53.5% |
| All | +483.2% | +125.3% | +357.9% | +252.0% |
Cumulative growth
Daily Returns
Daily percentage return beside GEN.
Daily Out/Under-Performance
Portfolio return minus GEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GEN 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 GEN 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