+212.8%
RDDT vs ZS
-17.5%
+230.3%
-61.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ZS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +0.6% | +0.9% | +1.3% |
| 7D | +2.1% | -3.1% | +5.2% | +3.3% |
| 30D | +2.8% | -7.2% | +10.0% | +4.7% |
| 3M | -8.9% | +30.5% | -39.4% | -19.6% |
| 6M | +15.1% | +7.0% | +8.1% | +0.6% |
| YTD | -31.4% | -26.8% | -4.5% | -25.7% |
| 1Y | -39.4% | -42.6% | +3.2% | -23.9% |
| All | +212.8% | -17.5% | +230.3% | +264.5% |
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 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