+353.8%
ZS vs ONTO
+476.3%
-122.5%
-76.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ONTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -2.9% | +2.5% | +0.3% |
| 7D | -2.6% | +17.5% | -20.1% | -6.9% |
| 30D | -12.8% | -15.7% | +2.8% | -10.0% |
| 3M | +2.3% | -39.7% | +42.0% | +13.4% |
| 6M | +26.3% | -26.5% | +52.8% | +27.0% |
| YTD | -14.4% | +29.0% | -43.4% | -30.9% |
| 1Y | -37.6% | +57.0% | -94.6% | -53.1% |
| 3Y | +8.0% | +50.0% | -42.0% | -29.1% |
| 5Y | -44.9% | +127.3% | -172.1% | -70.9% |
| All | +353.8% | +476.3% | -122.5% | +90.9% |
Cumulative growth
Daily Returns
Daily percentage return beside ONTO.
Daily Out/Under-Performance
Portfolio return minus ONTO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ONTO 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 10y: compounded portfolio wealth divided by compounded ONTO 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…
10y analysis · Full analysis span regression · 6 months rolling