-42.3%
MSTR vs ZS
-31.8%
-10.5%
-67.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ZS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.1% | -0.3% | +5.4% | +5.2% |
| 7D | -1.8% | -12.3% | +10.5% | +2.4% |
| 30D | -13.3% | +11.2% | -24.5% | -16.3% |
| 3M | +46.0% | +37.5% | +8.5% | +31.9% |
| 6M | -22.4% | +57.8% | -80.3% | -36.0% |
| YTD | -6.2% | -0.2% | -6.0% | -4.1% |
| 1Y | -42.3% | -31.6% | -10.7% | -38.1% |
| All | -42.3% | -31.8% | -10.5% | -38.1% |
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