+47.0%
QCOM vs ZS
+18.6%
+28.3%
-44.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ZS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.5% | -3.1% | +8.6% | +6.2% |
| 7D | +0.4% | -16.9% | +17.3% | +4.5% |
| 30D | -6.6% | -7.4% | +0.8% | -5.0% |
| 3M | +3.7% | +21.6% | -17.9% | -1.6% |
| 6M | -13.3% | +42.4% | -55.7% | -23.2% |
| YTD | -1.8% | -12.1% | +10.3% | -0.3% |
| 1Y | -2.5% | -37.8% | +35.3% | +10.6% |
| 3Y | +47.0% | +20.9% | +26.1% | +21.4% |
| All | +47.0% | +18.6% | +28.3% | +21.4% |
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