-39.5%
ZS vs MSCI
+12.7%
-52.2%
-64.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MSCI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +0.8% | -0.2% | +0.3% |
| 7D | -11.1% | +1.5% | -12.5% | -11.6% |
| 30D | -14.8% | +14.4% | -29.2% | -20.8% |
| 3M | +18.0% | +15.2% | +2.8% | +9.4% |
| 6M | +30.8% | +11.2% | +19.6% | +21.5% |
| YTD | -11.5% | +13.9% | -25.4% | -18.8% |
| All | -39.5% | +12.7% | -52.2% | -43.9% |
Cumulative growth
Daily Returns
Daily percentage return beside MSCI.
Daily Out/Under-Performance
Portfolio return minus MSCI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MSCI 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 MSCI 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