+7.0%
PAYX vs ZS
+1.4%
+5.6%
-45.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ZS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +0.6% | -0.1% | +0.4% |
| 7D | -4.9% | -3.1% | -1.8% | -4.4% |
| 30D | -3.8% | -7.2% | +3.4% | -2.8% |
| 3M | +17.9% | +30.5% | -12.6% | +12.7% |
| 6M | +26.1% | +7.0% | +19.1% | +21.6% |
| YTD | +6.7% | -26.8% | +33.6% | +7.8% |
| 1Y | -10.7% | -42.6% | +31.9% | -7.5% |
| 3Y | +7.0% | -0.3% | +7.3% | -4.2% |
| All | +7.0% | +1.4% | +5.6% | -4.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling