+193.8%
IGV vs ZS
+517.5%
-323.7%
-45.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ZS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -4.5% | +2.3% | -0.8% |
| 7D | -4.5% | -7.8% | +3.3% | -2.0% |
| 30D | +3.2% | +5.0% | -1.8% | +1.5% |
| 3M | +4.5% | +25.5% | -21.0% | -2.9% |
| 6M | +22.1% | +8.7% | +13.4% | +14.8% |
| YTD | -1.0% | -24.5% | +23.5% | +3.8% |
| 1Y | -2.1% | -36.7% | +34.6% | +7.8% |
| 3Y | +44.6% | +7.2% | +37.4% | +32.0% |
| 5Y | +22.2% | -40.9% | +63.1% | +22.5% |
| All | +193.8% | +517.5% | -323.7% | +74.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling