+95.9%
STX vs ZS
-41.6%
+137.6%
-57.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ZS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +10.0% | -0.6% | +10.6% | +10.0% |
| 7D | -1.0% | -13.7% | +12.7% | -1.4% |
| 30D | -26.8% | -14.2% | -12.6% | -27.1% |
| 3M | -32.7% | +8.5% | -41.2% | -31.0% |
| 6M | -33.7% | +30.2% | -63.9% | -30.6% |
| YTD | +101.0% | -13.8% | +114.8% | +126.9% |
| All | +95.9% | -41.6% | +137.6% | +140.0% |
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 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