+20.7%
XLK vs ZS
-31.8%
+52.5%
-15.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ZS | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.3% | +0.3% | 0.0% |
| 7D | -7.6% | -12.3% | +4.7% | -6.6% |
| 30D | -12.2% | +11.2% | -23.4% | -12.8% |
| 3M | -5.5% | +37.5% | -43.0% | -7.9% |
| 6M | +9.2% | +57.8% | -48.7% | +3.3% |
| YTD | +23.0% | -0.2% | +23.3% | +24.5% |
| 1Y | +20.7% | -31.6% | +52.3% | +25.8% |
| All | +20.7% | -31.8% | +52.5% | +25.8% |
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