+325.6%
ENTG vs ZS
+599.9%
-274.3%
-59.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ZS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.8% | -0.4% | -3.4% | -3.7% |
| 7D | +15.2% | -2.6% | +17.8% | +16.0% |
| 30D | -3.6% | -12.8% | +9.2% | 0.0% |
| 3M | -10.0% | +2.3% | -12.2% | -11.8% |
| 6M | +1.8% | +26.3% | -24.5% | -9.6% |
| YTD | +75.5% | -14.4% | +89.9% | +70.6% |
| 1Y | +82.4% | -37.6% | +120.0% | +95.5% |
| 3Y | +58.5% | +8.0% | +50.5% | +40.0% |
| 5Y | +0.4% | -44.9% | +45.2% | -2.8% |
| All | +325.6% | +599.9% | -274.3% | +140.0% |
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