+52.7%
ROST vs ZS
-31.8%
+84.6%
-13.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ZS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.1% | -0.3% | +6.4% | +6.1% |
| 7D | +7.8% | -12.3% | +20.0% | +7.4% |
| 30D | +8.6% | +11.2% | -2.7% | +8.8% |
| 3M | -1.9% | +37.5% | -39.4% | -1.1% |
| 6M | +9.1% | +57.8% | -48.7% | +11.5% |
| YTD | +37.2% | -0.2% | +37.5% | +39.2% |
| 1Y | +52.7% | -31.6% | +84.4% | +55.5% |
| All | +52.7% | -31.8% | +84.6% | +55.5% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling