-41.2%
ZS vs IBB
+44.4%
-85.5%
-64.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | -0.9% | +3.5% | +2.8% |
| 7D | -3.8% | -3.9% | 0.0% | -2.9% |
| 30D | -6.0% | +2.7% | -8.7% | -6.5% |
| 3M | +32.0% | +21.4% | +10.6% | +27.7% |
| 6M | +2.1% | +20.1% | -17.9% | -1.6% |
| YTD | -26.2% | +21.9% | -48.0% | -29.8% |
| 1Y | -41.2% | +44.1% | -85.3% | -51.7% |
| All | -41.2% | +44.4% | -85.5% | -51.7% |
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