+51.0%
ASML vs ZS
-41.1%
+92.1%
-31.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ZS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | -0.6% | +2.3% | +1.7% |
| 7D | +2.5% | -13.7% | +16.2% | +2.0% |
| 30D | -12.2% | -14.2% | +2.0% | -12.7% |
| 3M | -14.6% | +8.5% | -23.2% | -12.9% |
| 6M | -1.7% | +30.2% | -31.9% | +3.1% |
| YTD | +44.3% | -13.8% | +58.1% | +58.9% |
| 1Y | +51.0% | -41.5% | +92.5% | +65.5% |
| All | +51.0% | -41.1% | +92.1% | +65.5% |
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