-42.6%
ZS vs A
+18.0%
-60.6%
-64.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | A | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +2.7% | -2.0% | -0.1% |
| 7D | -3.1% | -2.6% | -0.5% | -2.4% |
| 30D | -7.2% | -0.9% | -6.3% | -6.8% |
| 3M | +30.5% | +13.6% | +16.8% | +26.4% |
| 6M | +7.0% | +27.8% | -20.9% | 0.0% |
| YTD | -26.8% | +8.6% | -35.5% | -26.6% |
| 1Y | -42.6% | +16.9% | -59.5% | -42.8% |
| All | -42.6% | +18.0% | -60.6% | -42.8% |
Cumulative growth
Daily Returns
Daily percentage return beside A.
Daily Out/Under-Performance
Portfolio return minus A return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × A 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 A 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