+390.7%
ZS vs EVRG
+124.0%
+266.8%
-76.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EVRG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.6% | +0.9% | -5.5% | -4.7% |
| 7D | -9.2% | +0.9% | -10.1% | -9.3% |
| 30D | -4.0% | -0.5% | -3.5% | -4.0% |
| 3M | +25.3% | +1.5% | +23.8% | +25.1% |
| 6M | -1.3% | +1.2% | -2.5% | -1.5% |
| YTD | -28.0% | +16.3% | -44.3% | -29.0% |
| 1Y | -42.5% | +20.3% | -62.8% | -43.5% |
| 3Y | +0.7% | +72.3% | -71.6% | -4.4% |
| 5Y | -42.3% | +46.7% | -89.0% | -44.5% |
| All | +390.7% | +124.0% | +266.8% | +406.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling