-38.6%
ZS vs EVRG
+48.0%
-86.6%
-76.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | EVRG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +0.3% | +0.3% | +0.7% |
| 7D | -3.1% | +0.1% | -3.2% | -3.1% |
| 30D | -7.2% | -1.2% | -6.0% | -7.2% |
| 3M | +30.5% | -0.6% | +31.1% | +30.4% |
| 6M | +7.0% | +2.4% | +4.5% | +6.8% |
| YTD | -26.8% | +15.5% | -42.3% | -27.6% |
| 1Y | -42.6% | +16.8% | -59.4% | -43.2% |
| 3Y | -0.3% | +75.0% | -75.3% | -4.6% |
| All | -38.6% | +48.0% | -86.6% | -38.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling