+69.6%
ADI vs ZS
-39.0%
+108.6%
-20.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ZS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | -0.4% | -2.4% | -2.8% |
| 7D | +9.5% | -2.6% | +12.1% | +9.4% |
| 30D | -1.4% | -12.8% | +11.4% | -1.7% |
| 3M | +4.7% | +2.3% | +2.4% | +6.1% |
| 6M | -7.4% | +26.3% | -33.7% | -3.0% |
| YTD | +48.1% | -14.4% | +62.5% | +59.8% |
| 1Y | +69.6% | -37.6% | +107.3% | +91.5% |
| All | +69.6% | -39.0% | +108.6% | +91.5% |
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