+885.5%
SHOP vs ZS
+517.5%
+368.1%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ZS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -4.5% | +4.0% | +1.9% |
| 7D | -5.1% | -7.8% | +2.7% | -1.0% |
| 30D | +0.6% | +5.0% | -4.5% | -2.9% |
| 3M | +25.0% | +25.5% | -0.5% | +9.3% |
| 6M | +11.9% | +8.7% | +3.2% | -1.4% |
| YTD | -9.9% | -24.5% | +14.6% | -3.7% |
| 1Y | 0.0% | -36.7% | +36.7% | +16.7% |
| 3Y | +117.5% | +7.2% | +110.3% | +86.2% |
| 5Y | -6.6% | -40.9% | +34.3% | +3.8% |
| All | +885.5% | +517.5% | +368.1% | +358.4% |
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