-63.2%
ADBE vs ZS
-45.5%
-17.7%
-71.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ZS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | -0.4% | +2.3% | +2.0% |
| 7D | +1.6% | -2.6% | +4.2% | +2.4% |
| 30D | +1.0% | -12.8% | +13.8% | +4.8% |
| 3M | -10.1% | +2.3% | -12.4% | -12.4% |
| 6M | +3.0% | +26.3% | -23.3% | -9.3% |
| YTD | -30.5% | -14.4% | -16.1% | -31.4% |
| 1Y | -27.1% | -37.6% | +10.5% | -20.4% |
| 3Y | -58.8% | +8.0% | -66.8% | -64.4% |
| All | -63.2% | -45.5% | -17.7% | -62.0% |
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