+54.0%
ROST vs ZS
-41.7%
+95.6%
-13.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ZS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.3% | +0.6% | +1.7% | +2.3% |
| 7D | +0.2% | -3.1% | +3.3% | +0.2% |
| 30D | -6.9% | -7.2% | +0.3% | -6.9% |
| 3M | -3.3% | +30.5% | -33.8% | -3.1% |
| 6M | +9.0% | +7.0% | +2.1% | +10.1% |
| YTD | +28.9% | -26.8% | +55.7% | +31.6% |
| 1Y | +54.0% | -42.6% | +96.6% | +59.8% |
| All | +54.0% | -41.7% | +95.6% | +59.8% |
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