-0.3%
ZS vs MKSI
+190.8%
-191.1%
-64.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | MKSI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +2.1% | -1.4% | +0.3% |
| 7D | -3.1% | +2.7% | -5.8% | -3.6% |
| 30D | -7.2% | -12.8% | +5.6% | -5.1% |
| 3M | +30.5% | -22.5% | +53.0% | +34.0% |
| 6M | +7.0% | +19.4% | -12.4% | -2.3% |
| YTD | -26.8% | +67.7% | -94.6% | -40.7% |
| 1Y | -42.6% | +131.4% | -174.0% | -58.5% |
| 3Y | -0.3% | +197.3% | -197.6% | -35.1% |
| All | -0.3% | +190.8% | -191.1% | -35.1% |
Cumulative growth
Daily Returns
Daily percentage return beside MKSI.
Daily Out/Under-Performance
Portfolio return minus MKSI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MKSI 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 3y: compounded portfolio wealth divided by compounded MKSI 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…
3y analysis · Full analysis span regression · 6 months rolling