+98.3%
INTU vs ZS
+517.5%
-419.1%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ZS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | -4.5% | +1.1% | -2.0% |
| 7D | -7.1% | -7.8% | +0.7% | -4.7% |
| 30D | +1.5% | +5.0% | -3.6% | -0.3% |
| 3M | +10.7% | +25.5% | -14.9% | +2.6% |
| 6M | -23.8% | +8.7% | -32.5% | -28.1% |
| YTD | -49.3% | -24.5% | -24.8% | -46.9% |
| 1Y | -49.7% | -36.7% | -13.0% | -44.8% |
| 3Y | -38.0% | +7.2% | -45.2% | -43.7% |
| 5Y | -38.7% | -40.9% | +2.2% | -39.1% |
| All | +98.3% | +517.5% | -419.1% | +21.3% |
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