+469.4%
PWR vs ZS
-38.5%
+507.9%
-33.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ZS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.1% | +0.6% | +4.5% | +5.0% |
| 7D | +4.2% | -3.1% | +7.3% | +4.7% |
| 30D | -4.0% | -7.2% | +3.2% | -3.1% |
| 3M | -4.8% | +30.5% | -35.2% | -9.9% |
| 6M | +14.6% | +7.0% | +7.7% | +9.0% |
| YTD | +54.2% | -26.8% | +81.1% | +58.7% |
| 1Y | +67.1% | -42.6% | +109.7% | +81.6% |
| 3Y | +218.5% | -0.3% | +218.8% | +198.4% |
| All | +469.4% | -38.5% | +507.9% | +461.1% |
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