+914.7%
MRVL vs ZS
+517.5%
+397.3%
-61.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ZS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.0% | -4.5% | +11.5% | +8.5% |
| 7D | +3.2% | -7.8% | +11.0% | +5.7% |
| 30D | +5.9% | +5.0% | +0.9% | +3.3% |
| 3M | -29.3% | +25.5% | -54.9% | -35.3% |
| 6M | +186.5% | +8.7% | +177.8% | +159.8% |
| YTD | +163.4% | -24.5% | +188.0% | +168.4% |
| 1Y | +249.5% | -36.7% | +286.2% | +276.7% |
| 3Y | +289.4% | +7.2% | +282.1% | +238.0% |
| 5Y | +270.2% | -40.9% | +311.2% | +260.1% |
| All | +914.7% | +517.5% | +397.3% | +473.7% |
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