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  • ZS vs ATI✓SelectedUSD · ATIZS vs ATI performance historyLatest closeAs of+0.65%09/11
Stock and ETF performance explorer

ZS vs ATI

vs
1w1mo3mo6mo1y3y5y10yallcustom
Portfolio return
-42.6%
ATI return
+159.9%
Excess return
-202.5%
Maximum drawdown
-64.9%

Performance

Returns, benchmark comparison, and relative performance.

Performance by timeframe

Returns for 1y.

Portfolio and benchmark returns by period
PeriodPortfolioATIExcessAlpha
1D+0.6%-0.1%+0.8%+0.6%
7D-3.1%-5.6%+2.5%-3.5%
30D-7.2%-13.7%+6.5%-8.2%
3M+30.5%-0.4%+30.8%+30.5%
6M+7.0%+26.2%-19.3%+9.8%
YTD-26.8%+73.2%-100.1%-29.5%
1Y-42.6%+161.6%-204.2%-51.0%
All-42.6%+159.9%-202.5%-51.0%

Cumulative growth

Daily Returns

Daily percentage return beside ATI.

Daily Out/Under-Performance

Portfolio return minus ATI return. Positive bars indicate outperformance.

Daily Alpha

Portfolio daily return minus β × ATI 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 ATI 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