+66.2%
PWR vs ZS
-37.1%
+103.2%
-28.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ZS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -4.5% | +5.2% | +0.5% |
| 7D | +3.6% | -7.8% | +11.4% | +3.2% |
| 30D | -8.6% | +5.0% | -13.6% | -8.2% |
| 3M | -13.2% | +25.5% | -38.7% | -12.0% |
| 6M | +9.9% | +8.7% | +1.2% | +13.1% |
| YTD | +48.0% | -24.5% | +72.5% | +64.3% |
| 1Y | +66.2% | -36.7% | +102.9% | +93.0% |
| All | +66.2% | -37.1% | +103.2% | +93.0% |
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