+390.7%
ZS vs PAAS
+274.2%
+116.5%
-76.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PAAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.6% | -0.7% | -4.0% | -4.5% |
| 7D | -9.2% | +2.0% | -11.2% | -9.5% |
| 30D | -4.0% | -0.1% | -3.9% | -4.2% |
| 3M | +25.3% | +8.2% | +17.0% | +23.2% |
| 6M | -1.3% | -13.8% | +12.5% | -0.1% |
| YTD | -28.0% | -0.6% | -27.4% | -29.5% |
| 1Y | -42.5% | +44.0% | -86.5% | -47.6% |
| 3Y | +0.7% | +246.6% | -245.9% | -23.4% |
| 5Y | -42.3% | +116.1% | -158.4% | -53.8% |
| All | +390.7% | +274.2% | +116.5% | +303.9% |
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