+14.8%
IGV vs ZS
-45.5%
+60.3%
-45.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ZS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.4% | +0.1% | -0.1% |
| 7D | +2.3% | -2.6% | +5.0% | +3.3% |
| 30D | -6.0% | -12.8% | +6.8% | -1.4% |
| 3M | -4.8% | +2.3% | -7.1% | -6.7% |
| 6M | +14.2% | +26.3% | -12.0% | -0.4% |
| YTD | -4.2% | -14.4% | +10.2% | -4.6% |
| 1Y | -5.3% | -37.6% | +32.4% | +5.7% |
| 3Y | +38.8% | +8.0% | +30.8% | +21.4% |
| All | +14.8% | -45.5% | +60.3% | +15.6% |
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