-34.3%
INTU vs ZS
+11.0%
-45.3%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ZS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -2.1% | +2.7% | +1.3% |
| 7D | -1.2% | -13.4% | +12.2% | +3.1% |
| 30D | +12.4% | -16.6% | +29.1% | +17.9% |
| 3M | +2.3% | +10.3% | -8.1% | -3.5% |
| 6M | -13.3% | +28.1% | -41.4% | -25.5% |
| YTD | -47.9% | -13.3% | -34.5% | -49.4% |
| 1Y | -47.2% | -40.7% | -6.4% | -42.1% |
| All | -34.3% | +11.0% | -45.3% | -50.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling