-31.6%
ZS vs EQX
+7.1%
-38.7%
-64.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EQX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +12.8% | -13.1% | -0.2% |
| 7D | -12.3% | +7.6% | -19.9% | -12.2% |
| 30D | +11.2% | +0.4% | +10.8% | +11.3% |
| 3M | +37.5% | +18.0% | +19.5% | +37.1% |
| 6M | +57.8% | -18.4% | +76.2% | +55.1% |
| YTD | -0.2% | -19.3% | +19.1% | -2.6% |
| 1Y | -31.6% | +9.2% | -40.9% | -31.9% |
| All | -31.6% | +7.1% | -38.7% | -31.9% |
Cumulative growth
Daily Returns
Daily percentage return beside EQX.
Daily Out/Under-Performance
Portfolio return minus EQX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EQX 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 EQX 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