+206.9%
PWR vs ZS
+2.4%
+204.5%
-33.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ZS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | +2.6% | -4.5% | -2.2% |
| 7D | +2.7% | -3.8% | +6.5% | +3.1% |
| 30D | -5.1% | -6.0% | +0.9% | -4.6% |
| 3M | -9.4% | +32.0% | -41.4% | -13.5% |
| 6M | +10.4% | +2.1% | +8.3% | +7.3% |
| YTD | +48.6% | -26.2% | +74.8% | +57.9% |
| 1Y | +68.0% | -41.2% | +109.2% | +91.1% |
| All | +206.9% | +2.4% | +204.5% | +168.5% |
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