+77.2%
TGT vs ZS
-41.7%
+118.8%
-13.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ZS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +0.6% | -0.6% | +0.1% |
| 7D | -5.2% | -3.1% | -2.1% | -5.3% |
| 30D | +1.2% | -7.2% | +8.4% | +1.0% |
| 3M | +18.4% | +30.5% | -12.1% | +19.6% |
| 6M | +33.4% | +7.0% | +26.5% | +34.4% |
| YTD | +63.8% | -26.8% | +90.7% | +62.9% |
| 1Y | +77.2% | -42.6% | +119.8% | +76.3% |
| All | +77.2% | -41.7% | +118.8% | +76.3% |
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