+398.6%
ZS vs INDA
+56.2%
+342.4%
-76.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | INDA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +1.0% | -0.3% | +0.1% |
| 7D | -3.1% | -2.7% | -0.4% | -1.6% |
| 30D | -7.2% | -2.8% | -4.4% | -5.9% |
| 3M | +30.5% | +1.6% | +28.8% | +29.3% |
| 6M | +7.0% | -1.4% | +8.4% | +7.5% |
| YTD | -26.8% | -10.1% | -16.7% | -22.7% |
| 1Y | -42.6% | -8.8% | -33.8% | -39.9% |
| 3Y | -0.3% | +7.6% | -7.9% | -4.3% |
| 5Y | -39.2% | +5.8% | -45.0% | -41.0% |
| All | +398.6% | +56.2% | +342.4% | +320.4% |
Cumulative growth
Daily Returns
Daily percentage return beside INDA.
Daily Out/Under-Performance
Portfolio return minus INDA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × INDA 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 INDA 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