+170.1%
AMAT vs ZS
+10.3%
+159.8%
-55.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ZS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.1% | -0.6% | +6.6% | +6.1% |
| 7D | +7.0% | -13.7% | +20.6% | +9.3% |
| 30D | -20.6% | -14.2% | -6.4% | -18.8% |
| 3M | -24.8% | +8.5% | -33.3% | -25.8% |
| 6M | -10.7% | +30.2% | -40.9% | -17.2% |
| YTD | +54.3% | -13.8% | +68.1% | +62.0% |
| 1Y | +73.7% | -41.5% | +115.2% | +111.6% |
| All | +170.1% | +10.3% | +159.8% | +111.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling