-41.2%
ZS vs ALL
+28.9%
-70.0%
-64.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ALL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | 0.0% | +2.5% | +2.6% |
| 7D | -3.8% | -2.2% | -1.6% | -3.6% |
| 30D | -6.0% | -5.6% | -0.4% | -5.5% |
| 3M | +32.0% | +17.2% | +14.7% | +31.2% |
| 6M | +2.1% | +23.2% | -21.1% | +2.0% |
| YTD | -26.2% | +23.6% | -49.8% | -25.6% |
| 1Y | -41.2% | +29.2% | -70.3% | -40.9% |
| All | -41.2% | +28.9% | -70.0% | -40.9% |
Cumulative growth
Daily Returns
Daily percentage return beside ALL.
Daily Out/Under-Performance
Portfolio return minus ALL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ALL 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 ALL 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