+297.5%
AVGO vs ZS
+10.0%
+287.5%
-41.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ZS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.5% | -0.3% | +5.8% | +5.6% |
| 7D | +25.0% | -5.2% | +30.2% | +26.5% |
| 30D | +2.0% | -15.5% | +17.5% | +6.0% |
| 3M | -12.3% | +9.0% | -21.2% | -14.9% |
| 6M | -12.8% | +32.2% | -45.0% | -23.4% |
| YTD | +5.9% | -14.1% | +20.0% | +8.7% |
| 1Y | +3.3% | -39.1% | +42.4% | +23.3% |
| All | +297.5% | +10.0% | +287.5% | +179.9% |
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 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