+1,734.0%
AVGO vs ZS
+488.9%
+1,245.1%
-48.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ZS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.0% | -4.6% | +7.6% | +4.0% |
| 7D | -0.3% | -9.2% | +8.9% | +1.7% |
| 30D | -13.8% | -4.0% | -9.8% | -13.4% |
| 3M | -6.9% | +25.3% | -32.2% | -12.1% |
| 6M | +11.9% | -1.3% | +13.2% | +8.0% |
| YTD | +6.9% | -28.0% | +34.9% | +10.3% |
| 1Y | +7.4% | -42.5% | +49.9% | +16.4% |
| 3Y | +345.6% | +0.7% | +344.8% | +320.6% |
| 5Y | +718.9% | -42.3% | +761.2% | +708.5% |
| All | +1,734.0% | +488.9% | +1,245.1% | +1,124.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling