+46.1%
ASML vs ZS
-31.8%
+78.0%
-24.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ZS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.6% | -0.3% | -3.3% | -3.6% |
| 7D | -10.0% | -12.3% | +2.2% | -10.7% |
| 30D | -19.4% | +11.2% | -30.7% | -18.7% |
| 3M | -12.5% | +37.5% | -50.0% | -9.9% |
| 6M | +8.2% | +57.8% | -49.6% | +14.7% |
| YTD | +40.7% | -0.2% | +40.9% | +55.4% |
| 1Y | +46.1% | -31.6% | +77.8% | +61.3% |
| All | +46.1% | -31.8% | +78.0% | +61.3% |
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