-31.6%
ZS vs AVTR
+37.4%
-69.0%
-64.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AVTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +0.4% | -0.7% | -0.4% |
| 7D | -12.3% | -6.2% | -6.0% | -11.0% |
| 30D | +11.2% | -1.0% | +12.2% | +11.6% |
| 3M | +37.5% | +14.4% | +23.1% | +34.1% |
| 6M | +57.8% | +95.9% | -38.0% | +40.4% |
| YTD | -0.2% | +36.6% | -36.8% | -5.2% |
| 1Y | -31.6% | +35.1% | -66.8% | -34.8% |
| All | -31.6% | +37.4% | -69.0% | -34.8% |
Cumulative growth
Daily Returns
Daily percentage return beside AVTR.
Daily Out/Under-Performance
Portfolio return minus AVTR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AVTR 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 AVTR 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