-19.9%
ISRG vs ZS
-42.5%
+22.6%
-44.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ZS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | -1.6% | +3.6% | +2.2% |
| 7D | -2.5% | -8.1% | +5.5% | -1.5% |
| 30D | -10.2% | -8.4% | -1.7% | -9.3% |
| 3M | -12.5% | +31.1% | -43.6% | -15.5% |
| 6M | -25.8% | +4.4% | -30.2% | -27.1% |
| YTD | -36.4% | -27.3% | -9.0% | -32.7% |
| 1Y | -19.9% | -41.4% | +21.5% | -10.9% |
| All | -19.9% | -42.5% | +22.6% | -10.9% |
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