+59.9%
PPL vs ZS
+6.8%
+53.2%
-13.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ZS | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -4.5% | +4.5% | -0.1% |
| 7D | +2.7% | -7.8% | +10.5% | +2.5% |
| 30D | +0.5% | +5.0% | -4.6% | +0.5% |
| 3M | +0.7% | +25.5% | -24.9% | +0.9% |
| 6M | -7.6% | +8.7% | -16.3% | -7.2% |
| YTD | +1.8% | -24.5% | +26.3% | +2.2% |
| 1Y | -0.8% | -36.7% | +35.9% | -0.5% |
| All | +59.9% | +6.8% | +53.2% | +52.2% |
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