-36.7%
ZS vs INVH
-2.4%
-34.3%
-64.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | INVH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.5% | -0.2% | -4.3% | -4.5% |
| 7D | -7.8% | -2.9% | -4.9% | -7.7% |
| 30D | +5.0% | -6.9% | +12.0% | +5.5% |
| 3M | +25.5% | -2.7% | +28.2% | +25.6% |
| 6M | +8.7% | +8.2% | +0.5% | +7.9% |
| YTD | -24.5% | +4.5% | -29.0% | -25.5% |
| 1Y | -36.7% | -2.3% | -34.4% | -34.5% |
| All | -36.7% | -2.4% | -34.3% | -34.5% |
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