-31.6%
ZS vs INVH
+1.1%
-32.7%
-64.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | INVH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +3.6% | -3.9% | -0.6% |
| 7D | -12.3% | +3.1% | -15.3% | -12.4% |
| 30D | +11.2% | +5.8% | +5.4% | +10.7% |
| 3M | +37.5% | -8.5% | +46.0% | +37.9% |
| 6M | +57.8% | -1.3% | +59.2% | +57.3% |
| YTD | -0.2% | +2.6% | -2.8% | -2.6% |
| 1Y | -31.6% | +0.7% | -32.4% | -32.7% |
| All | -31.6% | +1.1% | -32.7% | -32.7% |
Cumulative growth
Daily Returns
Daily percentage return beside INVH.
Daily Out/Under-Performance
Portfolio return minus INVH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × INVH 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 INVH 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