-41.5%
ZS vs AS
+2.8%
-44.3%
-64.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -2.4% | +1.9% | -0.5% |
| 7D | -13.7% | -3.0% | -10.6% | -13.6% |
| 30D | -14.2% | +9.6% | -23.7% | -14.3% |
| 3M | +8.5% | -8.2% | +16.7% | +10.3% |
| 6M | +30.2% | -9.9% | +40.1% | +32.5% |
| YTD | -13.8% | -16.8% | +2.9% | -11.2% |
| 1Y | -41.5% | +3.0% | -44.5% | -43.7% |
| All | -41.5% | +2.8% | -44.3% | -43.7% |
Cumulative growth
Daily Returns
Daily percentage return beside AS.
Daily Out/Under-Performance
Portfolio return minus AS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AS 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 AS 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