+0.6%
ZS vs GWW
+89.5%
-88.8%
-64.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | GWW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | -0.8% | +3.4% | +2.8% |
| 7D | -3.8% | -0.5% | -3.4% | -3.7% |
| 30D | -6.0% | -1.4% | -4.6% | -5.6% |
| 3M | +32.0% | -3.6% | +35.6% | +32.7% |
| 6M | +2.1% | +15.1% | -13.0% | -3.5% |
| YTD | -26.2% | +27.5% | -53.6% | -34.1% |
| 1Y | -41.2% | +29.6% | -70.8% | -48.0% |
| All | +0.6% | +89.5% | -88.8% | -31.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling