-31.6%
ZS vs IBB
+42.2%
-73.8%
-64.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +2.6% | -2.9% | -0.9% |
| 7D | -12.3% | +2.2% | -14.5% | -12.7% |
| 30D | +11.2% | +6.3% | +4.9% | +9.6% |
| 3M | +37.5% | +16.3% | +21.2% | +34.0% |
| 6M | +57.8% | +30.0% | +27.9% | +53.6% |
| YTD | -0.2% | +31.1% | -31.4% | -4.3% |
| 1Y | -31.6% | +42.0% | -73.6% | -38.7% |
| All | -31.6% | +42.2% | -73.8% | -38.7% |
Cumulative growth
Daily Returns
Daily percentage return beside IBB.
Daily Out/Under-Performance
Portfolio return minus IBB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IBB 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 IBB 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