-39.8%
BABA vs ZS
-45.5%
+5.7%
-62.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ZS | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.4% | +0.4% | +0.1% |
| 7D | -13.8% | -2.6% | -11.1% | -13.4% |
| 30D | -15.1% | -12.8% | -2.3% | -13.5% |
| 3M | -22.7% | +2.3% | -25.0% | -24.2% |
| 6M | -34.7% | +26.3% | -60.9% | -40.0% |
| YTD | -35.0% | -14.4% | -20.6% | -35.9% |
| 1Y | -40.4% | -37.6% | -2.8% | -36.8% |
| 3Y | +21.9% | +8.0% | +13.9% | +7.1% |
| All | -39.8% | -45.5% | +5.7% | -49.1% |
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 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