+485.5%
ZS vs PAAS
+176.8%
+308.7%
-76.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PAAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -4.1% | +3.8% | +0.3% |
| 7D | -5.2% | -7.0% | +1.8% | -4.3% |
| 30D | -15.5% | -15.3% | -0.2% | -13.6% |
| 3M | +9.0% | -27.7% | +36.7% | +13.5% |
| 6M | +32.2% | -40.5% | +72.6% | +41.3% |
| YTD | -14.1% | -26.5% | +12.4% | -12.5% |
| 1Y | -39.1% | -0.8% | -38.3% | -41.3% |
| 3Y | +10.4% | +196.9% | -186.6% | -14.5% |
| 5Y | -44.6% | +49.2% | -93.8% | -53.5% |
| All | +485.5% | +176.8% | +308.7% | +401.4% |
Cumulative growth
Daily Returns
Daily percentage return beside PAAS.
Daily Out/Under-Performance
Portfolio return minus PAAS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PAAS 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 PAAS 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