+395.4%
ZS vs FHN
+67.9%
+327.5%
-76.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-10 to 2026-09-10.
| Period | Portfolio | FHN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | +0.7% | -2.3% | -1.7% |
| 7D | -8.1% | -0.8% | -7.3% | -8.0% |
| 30D | -8.4% | -2.6% | -5.8% | -8.2% |
| 3M | +31.1% | +0.8% | +30.2% | +30.9% |
| 6M | +4.4% | +9.2% | -4.8% | +3.2% |
| YTD | -27.3% | +5.1% | -32.4% | -27.8% |
| 1Y | -41.4% | +12.2% | -53.6% | -42.3% |
| 3Y | +1.7% | +132.4% | -130.7% | -5.8% |
| 5Y | -39.6% | +91.1% | -130.7% | -42.8% |
| All | +395.4% | +67.9% | +327.5% | +469.3% |
Cumulative growth
Daily Returns
Daily percentage return beside FHN.
Daily Out/Under-Performance
Portfolio return minus FHN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FHN 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 2016-09-10 to 2026-09-10: compounded portfolio wealth divided by compounded FHN 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…
2016-09-10 to 2026-09-10 analysis · Full analysis span regression · 6 months rolling