+398.6%
ZS vs SU
+190.5%
+208.1%
-76.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -0.1% | +0.8% | +0.7% |
| 7D | -3.1% | +2.2% | -5.3% | -3.4% |
| 30D | -7.2% | +8.4% | -15.6% | -8.1% |
| 3M | +30.5% | +12.1% | +18.4% | +28.5% |
| 6M | +7.0% | +19.7% | -12.7% | +4.5% |
| YTD | -26.8% | +58.4% | -85.3% | -31.1% |
| 1Y | -42.6% | +67.2% | -109.8% | -46.3% |
| 3Y | -0.3% | +125.0% | -125.3% | -10.3% |
| 5Y | -39.2% | +355.1% | -394.3% | -47.3% |
| All | +398.6% | +190.5% | +208.1% | +403.0% |
Cumulative growth
Daily Returns
Daily percentage return beside SU.
Daily Out/Under-Performance
Portfolio return minus SU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SU 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 SU 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