+184.3%
IGV vs ZS
+599.9%
-415.6%
-45.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ZS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.4% | +0.1% | -0.1% |
| 7D | +2.3% | -2.6% | +5.0% | +3.2% |
| 30D | -6.0% | -12.8% | +6.8% | -2.0% |
| 3M | -4.8% | +2.3% | -7.1% | -6.4% |
| 6M | +14.2% | +26.3% | -12.0% | +2.0% |
| YTD | -4.2% | -14.4% | +10.2% | -4.3% |
| 1Y | -5.3% | -37.6% | +32.4% | +4.0% |
| 3Y | +38.8% | +8.0% | +30.8% | +25.2% |
| 5Y | +14.2% | -44.9% | +59.1% | +14.6% |
| All | +184.3% | +599.9% | -415.6% | +60.8% |
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