-31.6%
ZS vs PEG
-6.2%
-25.5%
-64.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PEG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +0.6% | -0.9% | +0.1% |
| 7D | -12.3% | +1.0% | -13.3% | -11.5% |
| 30D | +11.2% | +6.6% | +4.6% | +16.7% |
| 3M | +37.5% | -3.1% | +40.6% | +34.1% |
| 6M | +57.8% | -7.4% | +65.2% | +50.8% |
| YTD | -0.2% | -6.4% | +6.2% | -4.7% |
| 1Y | -31.6% | -7.4% | -24.2% | -34.8% |
| All | -31.6% | -6.2% | -25.5% | -34.8% |
Cumulative growth
Daily Returns
Daily percentage return beside PEG.
Daily Out/Under-Performance
Portfolio return minus PEG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PEG 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 1y: compounded portfolio wealth divided by compounded PEG 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…
1y analysis · Full analysis span regression · 6 months rolling