+45.0%
AAPL vs ZS
-41.7%
+86.6%
-13.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ZS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +0.6% | +1.1% | +1.7% |
| 7D | +3.8% | -3.1% | +6.9% | +3.9% |
| 30D | +9.9% | -7.2% | +17.1% | +10.1% |
| 3M | +12.5% | +30.5% | -18.0% | +11.5% |
| 6M | +27.6% | +7.0% | +20.7% | +25.7% |
| YTD | +22.6% | -26.8% | +49.4% | +24.2% |
| 1Y | +45.0% | -42.6% | +87.6% | +51.5% |
| All | +45.0% | -41.7% | +86.6% | +51.5% |
Cumulative growth
Daily Returns
Daily percentage return beside ZS.
Daily Out/Under-Performance
Portfolio return minus ZS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ZS 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 1y: compounded portfolio wealth divided by compounded ZS 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…
1y analysis · Full analysis span regression · 6 months rolling