+18.7%
HPQ vs ZS
-37.1%
+55.7%
-36.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ZS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | -4.5% | +6.7% | +2.8% |
| 7D | +6.9% | -7.8% | +14.8% | +7.9% |
| 30D | +14.4% | +5.0% | +9.4% | +13.3% |
| 3M | +25.6% | +25.5% | +0.1% | +21.5% |
| 6M | +75.0% | +8.7% | +66.3% | +67.4% |
| YTD | +50.7% | -24.5% | +75.2% | +47.5% |
| 1Y | +18.7% | -36.7% | +55.4% | +15.3% |
| All | +18.7% | -37.1% | +55.7% | +15.3% |
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