+20.9%
ZS vs IBB
+78.6%
-57.7%
-64.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | +1.7% | -4.8% | -4.0% |
| 7D | -16.9% | -1.8% | -15.1% | -15.9% |
| 30D | -7.4% | +5.1% | -12.5% | -9.6% |
| 3M | +21.6% | +10.7% | +10.8% | +15.1% |
| 6M | +42.4% | +22.9% | +19.5% | +27.2% |
| YTD | -12.1% | +26.7% | -38.8% | -23.5% |
| 1Y | -37.8% | +35.1% | -72.9% | -48.3% |
| 3Y | +20.9% | +80.2% | -59.3% | -19.1% |
| All | +20.9% | +78.6% | -57.7% | -19.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling