+2.8%
AVGO vs ZS
-39.0%
+41.8%
-39.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ZS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.8% | -0.4% | -4.4% | -4.7% |
| 7D | +18.2% | -2.6% | +20.8% | +18.4% |
| 30D | +0.2% | -12.8% | +13.0% | +1.3% |
| 3M | -16.8% | +2.3% | -19.1% | -16.3% |
| 6M | -16.5% | +26.3% | -42.7% | -17.8% |
| YTD | +0.8% | -14.4% | +15.2% | +9.8% |
| 1Y | +2.8% | -37.6% | +40.5% | +20.7% |
| All | +2.8% | -39.0% | +41.8% | +20.7% |
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