+1,383.2%
STX vs ZS
+0.9%
+1,382.3%
-40.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ZS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.5% | -4.6% | +11.1% | +6.9% |
| 7D | +10.7% | -9.2% | +20.0% | +11.6% |
| 30D | +11.3% | -4.0% | +15.3% | +11.4% |
| 3M | +3.2% | +25.3% | -22.1% | +0.3% |
| 6M | +157.0% | -1.3% | +158.3% | +151.6% |
| YTD | +229.2% | -28.0% | +257.2% | +245.4% |
| 1Y | +381.8% | -42.5% | +424.3% | +434.0% |
| 3Y | +1,383.2% | +0.7% | +1,382.4% | +1,291.4% |
| All | +1,383.2% | +0.9% | +1,382.3% | +1,291.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling