+143.1%
ISRG vs ZS
+504.0%
-360.9%
-49.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ZS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +2.6% | -1.7% | +0.3% |
| 7D | -5.0% | -3.8% | -1.2% | -4.2% |
| 30D | -10.2% | -6.0% | -4.2% | -9.2% |
| 3M | -17.2% | +32.0% | -49.2% | -22.6% |
| 6M | -28.4% | +2.1% | -30.6% | -31.1% |
| YTD | -37.6% | -26.2% | -11.5% | -35.8% |
| 1Y | -24.4% | -41.2% | +16.7% | -18.4% |
| 3Y | +18.4% | +3.3% | +15.1% | +9.7% |
| 5Y | -1.0% | -40.7% | +39.8% | -3.5% |
| All | +143.1% | +504.0% | -360.9% | +49.4% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling