+37.0%
HPQ vs ZS
+1.4%
+35.6%
-51.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| 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% | +23.5% |
| 3M | +45.2% | +30.5% | +14.7% | +38.5% |
| 6M | +96.4% | +7.0% | +89.5% | +88.6% |
| YTD | +65.4% | -26.8% | +92.2% | +68.8% |
| 1Y | +31.6% | -42.6% | +74.2% | +39.9% |
| 3Y | +37.0% | -0.3% | +37.3% | +29.0% |
| All | +37.0% | +1.4% | +35.6% | +29.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling