-36.7%
ZS vs EVRG
+17.4%
-54.1%
-64.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EVRG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.5% | -0.5% | -4.0% | -4.7% |
| 7D | -7.8% | +1.1% | -8.9% | -7.3% |
| 30D | +5.0% | -1.0% | +6.1% | +4.6% |
| 3M | +25.5% | +0.4% | +25.1% | +26.0% |
| 6M | +8.7% | -0.8% | +9.5% | +8.9% |
| YTD | -24.5% | +15.3% | -39.8% | -21.7% |
| 1Y | -36.7% | +17.9% | -54.6% | -32.5% |
| All | -36.7% | +17.4% | -54.1% | -32.5% |
Cumulative growth
Daily Returns
Daily percentage return beside EVRG.
Daily Out/Under-Performance
Portfolio return minus EVRG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EVRG 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 EVRG 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