-43.6%
ZS vs ONTO
+146.7%
-190.3%
-76.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ONTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +8.9% | -9.5% | -2.8% |
| 7D | -13.7% | +16.4% | -30.0% | -17.4% |
| 30D | -14.2% | -21.4% | +7.3% | -9.7% |
| 3M | +8.5% | -32.7% | +41.3% | +17.1% |
| 6M | +30.2% | -25.2% | +55.4% | +30.3% |
| YTD | -13.8% | +36.2% | -50.1% | -33.2% |
| 1Y | -41.5% | +61.2% | -102.7% | -57.7% |
| 3Y | +10.7% | +58.7% | -47.9% | -36.6% |
| 5Y | -43.6% | +143.6% | -187.2% | -79.6% |
| All | -43.6% | +146.7% | -190.3% | -79.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling