+403.3%
ZS vs BBY
+76.0%
+327.3%
-76.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BBY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | -1.5% | +4.0% | +3.1% |
| 7D | -3.8% | +1.2% | -5.0% | -4.4% |
| 30D | -6.0% | +6.8% | -12.8% | -8.9% |
| 3M | +32.0% | +18.7% | +13.2% | +22.4% |
| 6M | +2.1% | +37.3% | -35.2% | -11.7% |
| YTD | -26.2% | +35.3% | -61.5% | -36.2% |
| 1Y | -41.2% | +20.7% | -61.8% | -47.0% |
| 3Y | +3.3% | +39.4% | -36.1% | -17.3% |
| 5Y | -40.7% | -1.5% | -39.2% | -46.6% |
| All | +403.3% | +76.0% | +327.3% | +214.9% |
Cumulative growth
Daily Returns
Daily percentage return beside BBY.
Daily Out/Under-Performance
Portfolio return minus BBY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BBY 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 all: compounded portfolio wealth divided by compounded BBY 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…
all analysis · Full analysis span regression · 6 months rolling