+61.4%
AMAT vs ZS
-31.8%
+93.2%
-48.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ZS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | -0.3% | -3.0% | -3.3% |
| 7D | -11.2% | -12.3% | +1.1% | -12.3% |
| 30D | -31.9% | +11.2% | -43.1% | -31.0% |
| 3M | -32.3% | +37.5% | -69.9% | -29.5% |
| 6M | -5.4% | +57.8% | -63.2% | +2.0% |
| YTD | +44.3% | -0.2% | +44.5% | +65.7% |
| 1Y | +61.4% | -31.6% | +93.0% | +92.9% |
| All | +61.4% | -31.8% | +93.2% | +92.9% |
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