+365.7%
ALAB vs ZS
-17.5%
+383.1%
-63.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ZS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.9% | -4.6% | -2.3% | -5.5% |
| 7D | +3.2% | -9.2% | +12.4% | +6.3% |
| 30D | -13.6% | -4.0% | -9.6% | -12.8% |
| 3M | -16.6% | +25.3% | -41.9% | -23.7% |
| 6M | +142.3% | -1.3% | +143.6% | +124.1% |
| YTD | +73.6% | -28.0% | +101.6% | +94.4% |
| 1Y | +33.7% | -42.5% | +76.2% | +74.6% |
| All | +365.7% | -17.5% | +383.1% | +334.0% |
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