-40.0%
ZS vs PAAS
+113.1%
-153.1%
-76.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PAAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.5% | -2.4% | -2.1% | -4.1% |
| 7D | -7.8% | -2.9% | -4.9% | -7.3% |
| 30D | +5.0% | +6.8% | -1.8% | +3.4% |
| 3M | +25.5% | -2.9% | +28.4% | +25.4% |
| 6M | +8.7% | -16.4% | +25.1% | +11.0% |
| YTD | -24.5% | 0.0% | -24.5% | -26.9% |
| 1Y | -36.7% | +54.3% | -91.0% | -45.5% |
| 3Y | +7.2% | +230.7% | -223.5% | -29.0% |
| All | -40.0% | +113.1% | -153.1% | -56.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling