+15.1%
TEAM vs ZS
-31.8%
+46.9%
-65.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ZS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.3% | -0.3% | -0.5% |
| 7D | -13.7% | -12.3% | -1.5% | -7.2% |
| 30D | -3.4% | +11.2% | -14.7% | -9.6% |
| 3M | +72.1% | +37.5% | +34.6% | +41.4% |
| 6M | +103.8% | +57.8% | +46.0% | +34.9% |
| YTD | +17.1% | -0.2% | +17.3% | -4.5% |
| 1Y | +15.1% | -31.6% | +46.7% | -0.3% |
| All | +15.1% | -31.8% | +46.9% | -0.3% |
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