+145.7%
INTC vs ZS
+504.0%
-358.3%
-70.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ZS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +2.6% | -0.9% | +1.2% |
| 7D | +18.0% | -3.8% | +21.8% | +18.6% |
| 30D | +8.9% | -6.0% | +14.9% | +9.8% |
| 3M | -1.6% | +32.0% | -33.5% | -7.0% |
| 6M | +133.1% | +2.1% | +130.9% | +124.6% |
| YTD | +187.9% | -26.2% | +214.1% | +193.5% |
| 1Y | +334.7% | -41.2% | +375.9% | +363.7% |
| 3Y | +184.2% | +3.3% | +180.9% | +167.5% |
| 5Y | +116.0% | -40.7% | +156.7% | +109.8% |
| All | +145.7% | +504.0% | -358.3% | +62.1% |
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