-10.2%
ADSK vs ZS
-31.8%
+21.6%
-39.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ZS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.0% | -0.3% | +7.3% | +7.1% |
| 7D | +11.4% | -12.3% | +23.7% | +15.0% |
| 30D | +21.9% | +11.2% | +10.7% | +17.6% |
| 3M | +13.9% | +37.5% | -23.6% | +3.4% |
| 6M | +9.1% | +57.8% | -48.7% | -8.7% |
| YTD | -8.8% | -0.2% | -8.5% | -17.3% |
| 1Y | -10.2% | -31.6% | +21.4% | -20.0% |
| All | -10.2% | -31.8% | +21.6% | -20.0% |
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 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