+390.7%
ZS vs MKC
+12.8%
+378.0%
-76.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MKC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.6% | -0.3% | -4.3% | -4.5% |
| 7D | -9.2% | -4.3% | -4.9% | -8.2% |
| 30D | -4.0% | -2.0% | -2.0% | -3.5% |
| 3M | +25.3% | +10.0% | +15.3% | +22.2% |
| 6M | -1.3% | -18.5% | +17.2% | +3.7% |
| YTD | -28.0% | -22.4% | -5.6% | -23.8% |
| 1Y | -42.5% | -23.6% | -18.9% | -39.0% |
| 3Y | +0.7% | -30.4% | +31.2% | +8.1% |
| 5Y | -42.3% | -34.2% | -8.1% | -38.2% |
| All | +390.7% | +12.8% | +378.0% | +313.0% |
Cumulative growth
Daily Returns
Daily percentage return beside MKC.
Daily Out/Under-Performance
Portfolio return minus MKC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MKC 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 MKC 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