+678.3%
DELL vs ZS
+2.4%
+676.0%
-59.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ZS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +2.6% | -2.3% | -0.3% |
| 7D | +8.7% | -3.8% | +12.6% | +9.6% |
| 30D | +16.9% | -6.0% | +22.9% | +18.0% |
| 3M | +40.4% | +32.0% | +8.4% | +31.4% |
| 6M | +267.1% | +2.1% | +264.9% | +254.3% |
| YTD | +329.1% | -26.2% | +355.2% | +346.8% |
| 1Y | +346.9% | -41.2% | +388.1% | +393.2% |
| All | +678.3% | +2.4% | +676.0% | +584.7% |
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 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