+36.3%
BABA vs ZS
+18.6%
+17.6%
-49.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ZS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -3.1% | +4.3% | +1.4% |
| 7D | +11.6% | -16.9% | +28.5% | +12.4% |
| 30D | +2.3% | -7.4% | +9.7% | +2.4% |
| 3M | -13.7% | +21.6% | -35.3% | -15.0% |
| 6M | -21.9% | +42.4% | -64.3% | -24.6% |
| YTD | -24.6% | -12.1% | -12.5% | -24.4% |
| 1Y | -34.1% | -37.8% | +3.7% | -31.6% |
| 3Y | +36.3% | +20.9% | +15.3% | +25.9% |
| All | +36.3% | +18.6% | +17.6% | +25.9% |
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