+201.5%
RTX vs ZS
+517.5%
-316.0%
-52.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ZS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -4.5% | +3.8% | -0.4% |
| 7D | -5.2% | -7.8% | +2.7% | -4.8% |
| 30D | -9.4% | +5.0% | -14.4% | -9.7% |
| 3M | +12.3% | +25.5% | -13.2% | +10.8% |
| 6M | -3.1% | +8.7% | -11.8% | -4.3% |
| YTD | +10.7% | -24.5% | +35.2% | +11.5% |
| 1Y | +28.4% | -36.7% | +65.1% | +30.6% |
| 3Y | +147.1% | +7.2% | +139.9% | +141.6% |
| 5Y | +167.2% | -40.9% | +208.2% | +162.5% |
| All | +201.5% | +517.5% | -316.0% | +145.3% |
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