+8.8%
ZS vs A
+67.3%
-58.6%
-64.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | A | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.5% | -0.1% | -0.4% |
| 7D | -13.7% | -0.1% | -13.5% | -13.6% |
| 30D | -14.2% | +3.3% | -17.4% | -15.1% |
| 3M | +8.5% | +18.5% | -10.0% | +2.4% |
| 6M | +30.2% | +59.3% | -29.1% | +10.1% |
| YTD | -13.8% | +31.0% | -44.9% | -21.6% |
| 1Y | -41.5% | +19.3% | -60.8% | -44.7% |
| All | +8.8% | +67.3% | -58.6% | -7.6% |
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