+398.6%
ZS vs SYY
+74.2%
+324.4%
-76.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SYY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +1.1% | -0.4% | +0.5% |
| 7D | -3.1% | +3.9% | -7.0% | -3.5% |
| 30D | -7.2% | -1.7% | -5.5% | -7.0% |
| 3M | +30.5% | +5.2% | +25.3% | +29.6% |
| 6M | +7.0% | -0.2% | +7.2% | +6.6% |
| YTD | -26.8% | +15.4% | -42.2% | -28.8% |
| 1Y | -42.6% | +5.6% | -48.2% | -43.5% |
| 3Y | -0.3% | +28.9% | -29.2% | -5.4% |
| 5Y | -39.2% | +24.1% | -63.3% | -41.2% |
| All | +398.6% | +74.2% | +324.4% | +346.2% |
Cumulative growth
Daily Returns
Daily percentage return beside SYY.
Daily Out/Under-Performance
Portfolio return minus SYY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SYY 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 SYY 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