+99.2%
WMT vs ZS
+0.7%
+98.4%
-23.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ZS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -1.6% | +1.5% | 0.0% |
| 7D | -2.5% | -8.1% | +5.6% | -2.2% |
| 30D | -6.4% | -8.4% | +2.0% | -6.2% |
| 3M | -12.1% | +31.1% | -43.2% | -12.8% |
| 6M | -15.0% | +4.4% | -19.3% | -15.3% |
| YTD | -4.5% | -27.3% | +22.8% | -2.2% |
| 1Y | +6.2% | -41.4% | +47.5% | +10.3% |
| All | +99.2% | +0.7% | +98.4% | +94.4% |
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 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