-39.1%
ZS vs AG
+15.8%
-54.9%
-62.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -5.3% | +5.0% | -0.3% |
| 7D | -5.2% | -6.0% | +0.8% | -5.2% |
| 30D | -15.5% | -14.3% | -1.2% | -15.6% |
| 3M | +9.0% | -26.9% | +35.9% | +8.6% |
| 6M | +32.2% | -42.1% | +74.3% | +29.1% |
| YTD | -14.1% | -15.9% | +1.8% | -16.2% |
| 1Y | -39.1% | +11.5% | -50.6% | -39.6% |
| All | -39.1% | +15.8% | -54.9% | -39.6% |
Cumulative growth
Daily Returns
Daily percentage return beside AG.
Daily Out/Under-Performance
Portfolio return minus AG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AG 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 AG 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