+1,055.3%
DELL vs ZS
-43.4%
+1,098.8%
-59.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ZS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.3% | -1.6% | -3.8% | -5.0% |
| 7D | -1.9% | -8.1% | +6.2% | -0.2% |
| 30D | +14.9% | -8.4% | +23.3% | +16.7% |
| 3M | +37.2% | +31.1% | +6.1% | +28.6% |
| 6M | +254.0% | +4.4% | +249.6% | +240.6% |
| YTD | +306.1% | -27.3% | +333.5% | +319.8% |
| 1Y | +312.3% | -41.4% | +353.6% | +346.2% |
| 3Y | +654.0% | +1.7% | +652.3% | +599.3% |
| 5Y | +1,055.3% | -39.6% | +1,094.9% | +1,045.7% |
| All | +1,055.3% | -43.4% | +1,098.8% | +1,045.7% |
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 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