+899.1%
SHOP vs ZS
+599.9%
+299.2%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ZS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.4% | +0.6% | +0.4% |
| 7D | -1.2% | -2.6% | +1.4% | +0.2% |
| 30D | -14.7% | -12.8% | -1.9% | -9.0% |
| 3M | -7.2% | +2.3% | -9.5% | -11.0% |
| 6M | +54.2% | +26.3% | +27.9% | +23.5% |
| YTD | -8.6% | -14.4% | +5.8% | -10.7% |
| 1Y | +0.5% | -37.6% | +38.1% | +16.5% |
| 3Y | +135.9% | +8.0% | +127.9% | +97.0% |
| 5Y | -11.9% | -44.9% | +33.0% | -2.6% |
| All | +899.1% | +599.9% | +299.2% | +325.0% |
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 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