+126.9%
TEL vs ZS
+488.9%
-362.0%
-47.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ZS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -4.6% | +2.9% | -1.1% |
| 7D | -1.4% | -9.2% | +7.8% | -0.1% |
| 30D | -4.9% | -4.0% | -0.9% | -4.5% |
| 3M | +0.1% | +25.3% | -25.2% | -3.4% |
| 6M | +0.4% | -1.3% | +1.6% | -2.0% |
| YTD | -8.9% | -28.0% | +19.1% | -6.9% |
| 1Y | -0.3% | -42.5% | +42.2% | +5.4% |
| 3Y | +67.6% | +0.7% | +66.9% | +59.3% |
| 5Y | +50.7% | -42.3% | +93.0% | +46.2% |
| All | +126.9% | +488.9% | -362.0% | +65.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling