+157.0%
RTX vs ZS
+9.6%
+147.4%
-20.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ZS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -0.4% | +0.5% | +0.1% |
| 7D | +4.8% | -2.6% | +7.4% | +4.9% |
| 30D | +6.5% | -12.8% | +19.3% | +6.9% |
| 3M | -9.6% | +2.3% | -11.9% | -9.9% |
| 6M | +12.3% | +26.3% | -13.9% | +10.5% |
| YTD | +9.5% | -14.4% | +23.9% | +10.9% |
| 1Y | +15.8% | -37.6% | +53.5% | +20.7% |
| 3Y | +157.0% | +8.0% | +149.0% | +165.0% |
| All | +157.0% | +9.6% | +147.4% | +165.0% |
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