+1,680.9%
AVGO vs ZS
+517.5%
+1,163.5%
-48.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ZS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -4.5% | +4.7% | +1.2% |
| 7D | -3.0% | -7.8% | +4.9% | -1.3% |
| 30D | -14.4% | +5.0% | -19.5% | -15.6% |
| 3M | -14.4% | +25.5% | -40.0% | -19.1% |
| 6M | +13.1% | +8.7% | +4.4% | +6.9% |
| YTD | +3.8% | -24.5% | +28.3% | +6.0% |
| 1Y | +17.8% | -36.7% | +54.5% | +25.0% |
| 3Y | +325.3% | +7.2% | +318.0% | +296.3% |
| 5Y | +689.9% | -40.9% | +730.8% | +675.5% |
| All | +1,680.9% | +517.5% | +1,163.5% | +1,077.3% |
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