+201.0%
TXN vs ZS
+504.0%
-303.0%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ZS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +2.6% | -1.5% | +0.6% |
| 7D | +2.7% | -3.8% | +6.5% | +3.2% |
| 30D | -6.7% | -6.0% | -0.7% | -6.0% |
| 3M | -8.9% | +32.0% | -40.9% | -13.4% |
| 6M | +34.7% | +2.1% | +32.6% | +30.3% |
| YTD | +53.3% | -26.2% | +79.5% | +56.2% |
| 1Y | +45.0% | -41.2% | +86.2% | +53.7% |
| 3Y | +73.1% | +3.3% | +69.8% | +60.9% |
| 5Y | +59.9% | -40.7% | +100.6% | +54.2% |
| All | +201.0% | +504.0% | -303.0% | +85.6% |
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