+2.9%
PCG vs ZS
-41.1%
+44.0%
-30.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ZS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.6% | -4.6% | +8.3% | +3.2% |
| 7D | +5.4% | -9.2% | +14.6% | +4.6% |
| 30D | -15.1% | -4.0% | -11.1% | -15.4% |
| 3M | -9.8% | +25.3% | -35.1% | -8.6% |
| 6M | -18.0% | -1.3% | -16.7% | -16.6% |
| YTD | -7.2% | -28.0% | +20.8% | -6.8% |
| 1Y | +2.9% | -42.5% | +45.4% | +0.7% |
| All | +2.9% | -41.1% | +44.0% | +0.7% |
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 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