-5.6%
SHOP vs ZS
-42.1%
+36.6%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ZS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -4.5% | +4.0% | +2.3% |
| 7D | -5.1% | -7.8% | +2.7% | -0.3% |
| 30D | +0.6% | +5.0% | -4.5% | -3.5% |
| 3M | +25.0% | +25.5% | -0.5% | +6.6% |
| 6M | +11.9% | +8.7% | +3.2% | -4.7% |
| YTD | -9.9% | -24.5% | +14.6% | -2.8% |
| 1Y | 0.0% | -36.7% | +36.7% | +20.0% |
| 3Y | +117.5% | +7.2% | +110.3% | +71.8% |
| All | -5.6% | -42.1% | +36.6% | 0.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling