+172.6%
TTMI vs ZS
-37.1%
+209.7%
-54.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ZS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.8% | -4.5% | +13.3% | +8.7% |
| 7D | +5.9% | -7.8% | +13.7% | +5.6% |
| 30D | -4.3% | +5.0% | -9.3% | -4.0% |
| 3M | -32.0% | +25.5% | -57.6% | -31.3% |
| 6M | +19.5% | +8.7% | +10.8% | +25.0% |
| YTD | +82.0% | -24.5% | +106.5% | +120.1% |
| 1Y | +172.6% | -36.7% | +209.3% | +258.4% |
| All | +172.6% | -37.1% | +209.7% | +258.4% |
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