+117.0%
AAPL vs ZS
-42.5%
+159.6%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ZS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +2.6% | -2.8% | -0.8% |
| 7D | -3.0% | -3.8% | +0.9% | -2.3% |
| 30D | +2.3% | -6.0% | +8.3% | +3.2% |
| 3M | +8.6% | +32.0% | -23.4% | +2.1% |
| 6M | +21.6% | +2.1% | +19.4% | +16.7% |
| YTD | +16.3% | -26.2% | +42.5% | +19.4% |
| 1Y | +35.1% | -41.2% | +76.2% | +45.4% |
| 3Y | +79.4% | +3.3% | +76.1% | +63.0% |
| All | +117.0% | -42.5% | +159.6% | +95.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling