-59.6%
MSTR vs ZS
-41.0%
-18.6%
-77.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ZS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | +2.6% | -5.4% | -3.6% |
| 7D | +7.7% | -3.8% | +11.6% | +9.2% |
| 30D | +36.3% | -6.0% | +42.3% | +39.0% |
| 3M | +13.4% | +32.0% | -18.6% | +4.4% |
| 6M | -4.5% | +2.1% | -6.6% | -9.1% |
| YTD | -12.7% | -26.2% | +13.5% | +1.5% |
| 1Y | -59.6% | -41.2% | -18.4% | -47.9% |
| All | -59.6% | -41.0% | -18.6% | -47.9% |
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