+70.1%
TXN vs ZS
+0.7%
+69.3%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ZS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -1.6% | +0.5% | -0.9% |
| 7D | +2.0% | -8.1% | +10.0% | +2.7% |
| 30D | -8.0% | -8.4% | +0.5% | -7.4% |
| 3M | -7.8% | +31.1% | -38.8% | -10.2% |
| 6M | +32.4% | +4.4% | +28.0% | +30.3% |
| YTD | +51.7% | -27.3% | +79.0% | +60.0% |
| 1Y | +44.3% | -41.4% | +85.7% | +59.3% |
| All | +70.1% | +0.7% | +69.3% | +50.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling