+390.7%
ZS vs LNT
+125.0%
+265.7%
-76.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LNT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.6% | +0.9% | -5.6% | -4.6% |
| 7D | -9.2% | +1.0% | -10.2% | -9.2% |
| 30D | -4.0% | -1.1% | -2.9% | -4.0% |
| 3M | +25.3% | -3.6% | +28.9% | +25.2% |
| 6M | -1.3% | -2.7% | +1.4% | -1.3% |
| YTD | -28.0% | +8.0% | -36.0% | -28.2% |
| 1Y | -42.5% | +10.5% | -52.9% | -42.7% |
| 3Y | +0.7% | +49.6% | -48.8% | -0.9% |
| 5Y | -42.3% | +32.2% | -74.5% | -43.1% |
| All | +390.7% | +125.0% | +265.7% | +420.6% |
Cumulative growth
Daily Returns
Daily percentage return beside LNT.
Daily Out/Under-Performance
Portfolio return minus LNT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × LNT 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 all: compounded portfolio wealth divided by compounded LNT 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…
all analysis · Full analysis span regression · 6 months rolling