+47.6%
TSLA vs ZS
-38.5%
+86.1%
-73.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ZS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +0.6% | -0.1% | +0.3% |
| 7D | +3.2% | -3.1% | +6.3% | +4.3% |
| 30D | +11.6% | -7.2% | +18.8% | +14.5% |
| 3M | -8.4% | +30.5% | -38.9% | -18.2% |
| 6M | -10.4% | +7.0% | -17.4% | -19.3% |
| YTD | -18.7% | -26.8% | +8.1% | -14.5% |
| 1Y | -0.9% | -42.6% | +41.7% | +15.6% |
| 3Y | +33.6% | -0.3% | +33.9% | +14.7% |
| All | +47.6% | -38.5% | +86.1% | +40.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling