-3.7%
FISV vs ZS
-31.8%
+28.1%
-36.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ZS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.2% | -0.3% | +6.5% | +6.3% |
| 7D | +29.6% | -12.3% | +41.9% | +31.7% |
| 30D | +34.5% | +11.2% | +23.3% | +31.8% |
| 3M | +11.2% | +37.5% | -26.3% | +4.9% |
| 6M | -1.2% | +57.8% | -59.0% | -11.7% |
| YTD | -7.6% | -0.2% | -7.4% | -12.4% |
| 1Y | -3.7% | -31.6% | +27.9% | -4.9% |
| All | -3.7% | -31.8% | +28.1% | -4.9% |
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