+695.6%
AVGO vs ZS
-43.4%
+739.1%
-41.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ZS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -1.6% | +0.6% | -0.6% |
| 7D | +1.0% | -8.1% | +9.1% | +3.1% |
| 30D | -13.3% | -8.4% | -4.8% | -11.6% |
| 3M | -2.9% | +31.1% | -33.9% | -10.3% |
| 6M | +5.7% | +4.4% | +1.3% | -0.4% |
| YTD | +4.6% | -27.3% | +32.0% | +8.8% |
| 1Y | -1.6% | -41.4% | +39.7% | +8.5% |
| 3Y | +336.2% | +1.7% | +334.5% | +303.4% |
| 5Y | +695.6% | -39.6% | +735.2% | +658.7% |
| All | +695.6% | -43.4% | +739.1% | +658.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling