+398.6%
ZS vs RRC
+196.7%
+201.9%
-76.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RRC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -1.5% | +2.2% | +0.8% |
| 7D | -3.1% | -1.8% | -1.3% | -2.9% |
| 30D | -7.2% | +2.7% | -9.9% | -7.5% |
| 3M | +30.5% | +8.8% | +21.6% | +29.1% |
| 6M | +7.0% | -1.2% | +8.2% | +7.0% |
| YTD | -26.8% | +17.6% | -44.4% | -28.4% |
| 1Y | -42.6% | +18.4% | -61.0% | -44.0% |
| 3Y | -0.3% | +33.1% | -33.4% | -4.7% |
| 5Y | -39.2% | +148.2% | -187.4% | -45.3% |
| All | +398.6% | +196.7% | +201.9% | +345.5% |
Cumulative growth
Daily Returns
Daily percentage return beside RRC.
Daily Out/Under-Performance
Portfolio return minus RRC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RRC 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 RRC 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