+192.0%
TGT vs ZS
+488.9%
-296.9%
-64.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ZS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -4.6% | +3.6% | -0.4% |
| 7D | -0.6% | -9.2% | +8.6% | +0.6% |
| 30D | +9.5% | -4.0% | +13.5% | +9.9% |
| 3M | +32.3% | +25.3% | +7.0% | +27.8% |
| 6M | +37.0% | -1.3% | +38.3% | +33.9% |
| YTD | +71.0% | -28.0% | +99.0% | +74.3% |
| 1Y | +85.0% | -42.5% | +127.5% | +94.3% |
| 3Y | +46.8% | +0.7% | +46.1% | +38.2% |
| 5Y | -22.7% | -42.3% | +19.6% | -26.0% |
| All | +192.0% | +488.9% | -296.9% | +102.5% |
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