+305.0%
ENTG vs ZS
+498.3%
-193.3%
-59.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ZS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | +0.6% | +1.5% | +2.0% |
| 7D | +1.2% | -3.1% | +4.3% | +2.0% |
| 30D | -12.9% | -7.2% | -5.6% | -11.4% |
| 3M | -3.1% | +30.5% | -33.5% | -11.0% |
| 6M | +21.0% | +7.0% | +14.0% | +12.0% |
| YTD | +67.0% | -26.8% | +93.9% | +71.4% |
| 1Y | +68.6% | -42.6% | +111.2% | +86.4% |
| 3Y | +48.6% | -0.3% | +48.9% | +35.3% |
| 5Y | +18.6% | -39.2% | +57.8% | +14.9% |
| All | +305.0% | +498.3% | -193.3% | +141.1% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling