+27.8%
INTC vs ZS
-45.5%
+73.3%
-65.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ZS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | -0.4% | -2.1% | -2.4% |
| 7D | +6.0% | -2.6% | +8.6% | +6.6% |
| 30D | -39.2% | -12.8% | -26.4% | -37.2% |
| 3M | -42.9% | +2.3% | -45.2% | -43.3% |
| 6M | -50.4% | +26.3% | -76.7% | -54.1% |
| YTD | +61.7% | -14.4% | +76.1% | +61.6% |
| 1Y | +66.1% | -37.6% | +103.8% | +79.8% |
| 3Y | +58.1% | +8.0% | +50.1% | +46.0% |
| All | +27.8% | -45.5% | +73.3% | +19.5% |
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