+1.1%
TEL vs ZS
-37.1%
+38.2%
-21.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ZS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -4.5% | +4.1% | -0.2% |
| 7D | +3.0% | -7.8% | +10.8% | +3.1% |
| 30D | -3.9% | +5.0% | -9.0% | -4.0% |
| 3M | -5.1% | +25.5% | -30.6% | -5.4% |
| 6M | +0.6% | +8.7% | -8.1% | +1.3% |
| YTD | -7.3% | -24.5% | +17.2% | -0.3% |
| 1Y | +1.1% | -36.7% | +37.8% | +13.2% |
| All | +1.1% | -37.1% | +38.2% | +13.2% |
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