+307.1%
ENTG vs ZS
+488.9%
-181.8%
-59.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ZS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -4.6% | +6.3% | +3.0% |
| 7D | +8.9% | -9.2% | +18.2% | +11.7% |
| 30D | -7.2% | -4.0% | -3.2% | -6.7% |
| 3M | +6.4% | +25.3% | -18.9% | -1.2% |
| 6M | +25.7% | -1.3% | +27.0% | +19.1% |
| YTD | +67.9% | -28.0% | +95.9% | +73.0% |
| 1Y | +72.4% | -42.5% | +114.9% | +90.3% |
| 3Y | +48.4% | +0.7% | +47.7% | +34.7% |
| 5Y | +20.1% | -42.3% | +62.4% | +17.6% |
| All | +307.1% | +488.9% | -181.8% | +143.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling