+319.1%
DELL vs ZS
-37.1%
+356.1%
-32.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ZS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -4.5% | +6.0% | +2.1% |
| 7D | +14.9% | -7.8% | +22.7% | +16.2% |
| 30D | +13.3% | +5.0% | +8.2% | +12.3% |
| 3M | +24.4% | +25.5% | -1.1% | +20.3% |
| 6M | +258.0% | +8.7% | +249.3% | +248.0% |
| YTD | +320.2% | -24.5% | +344.7% | +324.6% |
| 1Y | +319.1% | -36.7% | +355.8% | +340.7% |
| All | +319.1% | -37.1% | +356.1% | +340.7% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling