+666.4%
AAPL vs ZS
+517.5%
+149.0%
-38.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ZS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | -4.5% | +2.0% | -1.7% |
| 7D | +0.1% | -7.8% | +7.9% | +1.5% |
| 30D | +3.0% | +5.0% | -2.1% | +1.7% |
| 3M | +2.9% | +25.5% | -22.6% | -2.1% |
| 6M | +22.1% | +8.7% | +13.4% | +16.1% |
| YTD | +18.0% | -24.5% | +42.5% | +20.1% |
| 1Y | +33.9% | -36.7% | +70.6% | +40.6% |
| 3Y | +71.2% | +7.2% | +64.0% | +56.9% |
| 5Y | +112.6% | -40.9% | +153.5% | +104.3% |
| All | +666.4% | +517.5% | +149.0% | +386.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling