-42.6%
ZS vs GWW
+29.1%
-71.7%
-64.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | GWW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +0.7% | 0.0% | +0.8% |
| 7D | -3.1% | -3.4% | +0.3% | -3.8% |
| 30D | -7.2% | -1.9% | -5.3% | -7.6% |
| 3M | +30.5% | -2.4% | +32.9% | +29.4% |
| 6M | +7.0% | +15.7% | -8.7% | +10.5% |
| YTD | -26.8% | +27.6% | -54.4% | -23.9% |
| 1Y | -42.6% | +27.2% | -69.8% | -36.2% |
| All | -42.6% | +29.1% | -71.7% | -36.2% |
Cumulative growth
Daily Returns
Daily percentage return beside GWW.
Daily Out/Under-Performance
Portfolio return minus GWW return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GWW 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 GWW 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