+54.2%
RGTI vs ZS
-11.6%
+65.9%
-96.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ZS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +0.6% | +0.1% | +0.4% |
| 7D | +0.5% | -3.1% | +3.6% | +1.9% |
| 30D | -17.1% | -7.2% | -9.9% | -14.3% |
| 3M | -26.0% | +30.5% | -56.5% | -36.4% |
| 6M | -9.9% | +7.0% | -16.8% | -21.3% |
| YTD | -31.1% | -26.8% | -4.2% | -25.7% |
| 1Y | -8.5% | -42.6% | +34.1% | +13.2% |
| 3Y | +652.2% | -0.3% | +652.5% | +577.1% |
| 5Y | +56.8% | -39.2% | +96.0% | +50.9% |
| All | +54.2% | -11.6% | +65.9% | +49.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling