+411.1%
PWR vs ZS
-45.5%
+456.6%
-35.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ZS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -0.4% | -0.3% | -0.6% |
| 7D | +11.3% | -2.6% | +13.9% | +11.8% |
| 30D | -8.9% | -12.8% | +4.0% | -7.0% |
| 3M | -10.5% | +2.3% | -12.8% | -11.5% |
| 6M | -22.2% | +26.3% | -48.4% | -27.7% |
| YTD | +42.7% | -14.4% | +57.2% | +42.3% |
| 1Y | +41.1% | -37.6% | +78.8% | +51.2% |
| 3Y | +242.7% | +8.0% | +234.7% | +216.8% |
| All | +411.1% | -45.5% | +456.6% | +420.3% |
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