-31.9%
ADSK vs ZS
-37.1%
+5.2%
-42.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ZS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.3% | -4.5% | -3.8% | -7.1% |
| 7D | -16.4% | -7.8% | -8.6% | -14.6% |
| 30D | -9.2% | +5.0% | -14.3% | -10.2% |
| 3M | -6.7% | +25.5% | -32.3% | -11.7% |
| 6M | -15.5% | +8.7% | -24.2% | -21.6% |
| YTD | -26.4% | -24.5% | -1.9% | -26.3% |
| 1Y | -31.9% | -36.7% | +4.8% | -31.3% |
| All | -31.9% | -37.1% | +5.2% | -31.3% |
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