+0.7%
CTAS vs ZS
+9.6%
-8.9%
-20.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | ZS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -4.5% | +4.2% | -0.2% |
| 7D | -1.8% | -7.8% | +6.0% | -1.6% |
| 30D | -0.2% | +5.0% | -5.2% | -0.4% |
| 3M | +11.7% | +25.5% | -13.8% | +10.7% |
| 6M | +0.7% | +8.7% | -8.0% | +1.9% |
| All | +0.7% | +9.6% | -8.9% | +1.9% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling