+75.4%
QBTS vs ZS
-40.8%
+116.2%
-96.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ZS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | +2.6% | -5.7% | -4.0% |
| 7D | +3.8% | -3.8% | +7.7% | +5.0% |
| 30D | -15.2% | -6.0% | -9.2% | -13.8% |
| 3M | -27.2% | +32.0% | -59.2% | -34.0% |
| 6M | -10.1% | +2.1% | -12.2% | -15.4% |
| YTD | -34.5% | -26.2% | -8.4% | -31.2% |
| 1Y | +6.0% | -41.2% | +47.2% | +20.5% |
| 3Y | +1,779.3% | +3.3% | +1,775.9% | +1,740.6% |
| 5Y | +75.4% | -40.7% | +116.1% | +68.0% |
| All | +75.4% | -40.8% | +116.2% | +68.0% |
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 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