+12.8%
TEAM vs ZS
-37.1%
+49.9%
-68.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ZS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | -4.5% | +1.9% | -0.1% |
| 7D | -0.4% | -7.8% | +7.4% | +4.2% |
| 30D | +67.3% | +5.0% | +62.3% | +63.2% |
| 3M | +86.8% | +25.5% | +61.2% | +66.2% |
| 6M | +146.8% | +8.7% | +138.1% | +108.7% |
| YTD | +16.9% | -24.5% | +41.4% | +14.1% |
| 1Y | +12.8% | -36.7% | +49.5% | +15.3% |
| All | +12.8% | -37.1% | +49.9% | +15.3% |
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