+249.6%
ALAB vs ZS
+1.4%
+248.2%
-63.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ZS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +13.7% | +0.7% | +13.0% | +13.5% |
| 7D | -5.6% | -11.1% | +5.5% | -1.5% |
| 30D | -36.6% | -14.8% | -21.8% | -33.0% |
| 3M | -35.1% | +18.0% | -53.1% | -38.5% |
| 6M | +8.5% | +30.8% | -22.3% | -8.2% |
| YTD | +30.4% | -11.5% | +41.9% | +37.2% |
| 1Y | +31.0% | -37.8% | +68.8% | +75.5% |
| All | +249.6% | +1.4% | +248.2% | +206.2% |
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