-37.1%
ZS vs IDXX
-7.4%
-29.6%
-64.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IDXX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.2% | -4.0% | -5.2% | -8.4% |
| 7D | -17.7% | +16.4% | -34.2% | -19.2% |
| 30D | -3.9% | +30.1% | -34.1% | -10.3% |
| 3M | +26.1% | +14.7% | +11.4% | +24.6% |
| 6M | +44.2% | +19.1% | +25.1% | +39.1% |
| YTD | -9.4% | -0.9% | -8.5% | -5.0% |
| 1Y | -37.1% | -6.9% | -30.2% | -32.1% |
| All | -37.1% | -7.4% | -29.6% | -32.1% |
Cumulative growth
Daily Returns
Daily percentage return beside IDXX.
Daily Out/Under-Performance
Portfolio return minus IDXX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IDXX 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 IDXX 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