+198.1%
RTX vs ZS
+599.9%
-401.7%
-52.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| 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% | +7.1% |
| 3M | -9.6% | +2.3% | -11.9% | -10.0% |
| 6M | +12.3% | +26.3% | -13.9% | +10.0% |
| YTD | +9.5% | -14.4% | +23.9% | +9.2% |
| 1Y | +15.8% | -37.6% | +53.5% | +17.7% |
| 3Y | +157.0% | +8.0% | +149.0% | +150.8% |
| 5Y | +148.8% | -44.9% | +193.7% | +144.1% |
| All | +198.1% | +599.9% | -401.7% | +140.4% |
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