+73.6%
ENTG vs ZS
-42.5%
+116.1%
-41.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ZS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.9% | -1.6% | -2.4% | -3.9% |
| 7D | +5.1% | -8.1% | +13.2% | +5.2% |
| 30D | -8.5% | -8.4% | -0.1% | -8.5% |
| 3M | +6.7% | +31.1% | -24.4% | +7.3% |
| 6M | +17.7% | +4.4% | +13.4% | +20.2% |
| YTD | +63.5% | -27.3% | +90.8% | +84.6% |
| 1Y | +73.6% | -41.4% | +114.9% | +111.1% |
| All | +73.6% | -42.5% | +116.1% | +111.1% |
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 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