+0.7%
ZS vs A
+29.5%
-28.8%
-64.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | A | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.6% | -2.7% | -2.0% | -3.7% |
| 7D | -9.2% | -2.1% | -7.2% | -8.5% |
| 30D | -4.0% | +0.6% | -4.6% | -4.1% |
| 3M | +25.3% | +10.9% | +14.4% | +20.8% |
| 6M | -1.3% | +28.2% | -29.4% | -10.3% |
| YTD | -28.0% | +8.6% | -36.6% | -30.2% |
| 1Y | -42.5% | +15.5% | -58.0% | -45.5% |
| 3Y | +0.7% | +31.8% | -31.1% | -13.1% |
| All | +0.7% | +29.5% | -28.8% | -13.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling