-56.4%
MSTR vs ZS
-37.1%
-19.3%
-77.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ZS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -4.5% | +3.1% | +0.1% |
| 7D | +12.2% | -7.8% | +20.0% | +15.3% |
| 30D | +45.2% | +5.0% | +40.1% | +43.0% |
| 3M | +10.4% | +25.5% | -15.2% | +3.0% |
| 6M | -2.5% | +8.7% | -11.2% | -10.1% |
| YTD | -6.0% | -24.5% | +18.5% | +8.2% |
| 1Y | -56.4% | -36.7% | -19.7% | -44.6% |
| All | -56.4% | -37.1% | -19.3% | -44.6% |
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