+136.0%
GOOG vs ZS
-38.5%
+174.5%
-44.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ZS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +0.6% | +0.9% | +1.4% |
| 7D | 0.0% | -3.1% | +3.1% | +0.7% |
| 30D | -2.0% | -7.2% | +5.2% | -0.7% |
| 3M | -5.9% | +30.5% | -36.3% | -12.0% |
| 6M | +8.9% | +7.0% | +1.9% | +3.0% |
| YTD | +7.1% | -26.8% | +34.0% | +10.7% |
| 1Y | +39.7% | -42.6% | +82.3% | +53.3% |
| 3Y | +145.8% | -0.3% | +146.2% | +122.9% |
| All | +136.0% | -38.5% | +174.5% | +113.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling