+54.0%
INFY vs ZS
+498.3%
-444.3%
-54.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ZS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +0.6% | +0.8% | +1.4% |
| 7D | -5.4% | -3.1% | -2.3% | -4.9% |
| 30D | -9.9% | -7.2% | -2.6% | -9.0% |
| 3M | -4.6% | +30.5% | -35.0% | -8.4% |
| 6M | -18.5% | +7.0% | -25.4% | -20.9% |
| YTD | -36.5% | -26.8% | -9.7% | -35.2% |
| 1Y | -32.8% | -42.6% | +9.8% | -29.2% |
| 3Y | -32.2% | -0.3% | -31.9% | -35.1% |
| 5Y | -44.7% | -39.2% | -5.5% | -46.2% |
| All | +54.0% | +498.3% | -444.3% | +13.7% |
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