-10.5%
ISRG vs ZS
-31.8%
+21.3%
-44.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ZS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.4% | -0.3% | +9.7% | +9.4% |
| 7D | +8.5% | -12.3% | +20.8% | +10.1% |
| 30D | +18.6% | +11.2% | +7.4% | +17.0% |
| 3M | +30.9% | +37.5% | -6.6% | +25.6% |
| 6M | +6.6% | +57.8% | -51.3% | -0.4% |
| YTD | -14.9% | -0.2% | -14.7% | -14.3% |
| 1Y | -10.5% | -31.6% | +21.1% | -2.0% |
| All | -10.5% | -31.8% | +21.3% | -2.0% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling