+123.8%
STX vs ZS
-31.8%
+155.6%
-49.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ZS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.1% | -0.3% | -7.8% | -8.2% |
| 7D | -20.2% | -12.3% | -7.9% | -20.9% |
| 30D | -37.2% | +11.2% | -48.4% | -36.5% |
| 3M | -34.1% | +37.5% | -71.6% | -31.6% |
| 6M | -24.5% | +57.8% | -82.3% | -20.6% |
| YTD | +102.9% | -0.2% | +103.2% | +131.3% |
| 1Y | +123.8% | -31.6% | +155.4% | +177.3% |
| All | +123.8% | -31.8% | +155.6% | +177.3% |
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 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