+103.0%
HPQ vs ZS
+498.3%
-395.3%
-51.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ZS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.4% | +0.6% | +7.8% | +8.3% |
| 7D | +9.8% | -3.1% | +12.9% | +10.3% |
| 30D | +22.4% | -7.2% | +29.6% | +23.4% |
| 3M | +45.2% | +30.5% | +14.7% | +39.0% |
| 6M | +96.4% | +7.0% | +89.5% | +90.3% |
| YTD | +65.4% | -26.8% | +92.2% | +68.8% |
| 1Y | +31.6% | -42.6% | +74.2% | +38.8% |
| 3Y | +37.0% | -0.3% | +37.3% | +30.7% |
| 5Y | +53.0% | -39.2% | +92.2% | +47.9% |
| All | +103.0% | +498.3% | -395.3% | +38.3% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling