-0.3%
ZS vs BBIO
+154.4%
-154.8%
-64.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BBIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -0.1% | +0.7% | +0.7% |
| 7D | -3.1% | -3.2% | +0.1% | -2.6% |
| 30D | -7.2% | -13.6% | +6.4% | -5.2% |
| 3M | +30.5% | +7.2% | +23.2% | +29.0% |
| 6M | +7.0% | +1.5% | +5.5% | +6.4% |
| YTD | -26.8% | -5.3% | -21.6% | -26.7% |
| 1Y | -42.6% | +37.7% | -80.3% | -45.9% |
| 3Y | -0.3% | +153.9% | -154.2% | -18.0% |
| All | -0.3% | +154.4% | -154.8% | -18.0% |
Cumulative growth
Daily Returns
Daily percentage return beside BBIO.
Daily Out/Under-Performance
Portfolio return minus BBIO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BBIO 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 3y: compounded portfolio wealth divided by compounded BBIO 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…
3y analysis · Full analysis span regression · 6 months rolling