+548.8%
PLTR vs ZS
-40.8%
+589.6%
-79.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ZS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +2.6% | -3.0% | -2.0% |
| 7D | 0.0% | -3.8% | +3.9% | +2.4% |
| 30D | -3.3% | -6.0% | +2.7% | 0.0% |
| 3M | +28.4% | +32.0% | -3.6% | +9.3% |
| 6M | +8.4% | +2.1% | +6.2% | -0.2% |
| YTD | -4.6% | -26.2% | +21.5% | +5.1% |
| 1Y | +4.4% | -41.2% | +45.6% | +31.5% |
| 3Y | +1,020.5% | +3.3% | +1,017.2% | +839.8% |
| 5Y | +548.8% | -40.7% | +589.5% | +534.9% |
| All | +548.8% | -40.8% | +589.6% | +534.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling