-4.9%
SHOP vs ZS
-31.8%
+26.9%
-44.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ZS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.3% | -0.3% | +7.6% | +7.4% |
| 7D | -9.0% | -12.3% | +3.2% | -5.2% |
| 30D | -4.4% | +11.2% | -15.6% | -8.2% |
| 3M | +24.1% | +37.5% | -13.4% | +10.3% |
| 6M | +20.0% | +57.8% | -37.9% | -5.9% |
| YTD | -4.9% | -0.2% | -4.7% | -14.5% |
| 1Y | -4.9% | -31.6% | +26.7% | -5.4% |
| All | -4.9% | -31.8% | +26.9% | -5.4% |
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 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