-44.3%
ZS vs AVTR
-58.9%
+14.6%
-76.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AVTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -0.5% | +0.1% | -0.2% |
| 7D | -2.6% | +0.5% | -3.1% | -2.8% |
| 30D | -12.8% | -1.0% | -11.8% | -12.4% |
| 3M | +2.3% | +12.2% | -9.9% | -2.1% |
| 6M | +26.3% | +97.5% | -71.2% | -4.0% |
| YTD | -14.4% | +35.6% | -50.0% | -25.2% |
| 1Y | -37.6% | +32.8% | -70.5% | -45.2% |
| 3Y | +8.0% | -16.5% | +24.5% | +1.9% |
| All | -44.3% | -58.9% | +14.6% | +5.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling