-36.7%
ZS vs AU
+100.5%
-137.2%
-64.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.5% | -2.3% | -2.2% | -4.5% |
| 7D | -7.8% | -3.6% | -4.2% | -7.9% |
| 30D | +5.0% | +23.9% | -18.8% | +5.6% |
| 3M | +25.5% | +19.1% | +6.5% | +26.1% |
| 6M | +8.7% | -0.2% | +8.9% | +8.1% |
| YTD | -24.5% | +32.5% | -57.0% | -25.9% |
| 1Y | -36.7% | +96.9% | -133.6% | -44.1% |
| All | -36.7% | +100.5% | -137.2% | -44.1% |
Cumulative growth
Daily Returns
Daily percentage return beside AU.
Daily Out/Under-Performance
Portfolio return minus AU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AU 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 AU 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