-36.7%
ZS vs PLUG
+45.6%
-82.3%
-64.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PLUG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.5% | +2.8% | -7.3% | -4.5% |
| 7D | -7.8% | -0.9% | -6.9% | -7.8% |
| 30D | +5.0% | +3.3% | +1.7% | +5.0% |
| 3M | +25.5% | -39.7% | +65.3% | +26.0% |
| 6M | +8.7% | -12.5% | +21.2% | +6.1% |
| YTD | -24.5% | +10.2% | -34.7% | -27.6% |
| 1Y | -36.7% | +50.7% | -87.4% | -38.2% |
| All | -36.7% | +45.6% | -82.3% | -38.2% |
Cumulative growth
Daily Returns
Daily percentage return beside PLUG.
Daily Out/Under-Performance
Portfolio return minus PLUG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PLUG 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 PLUG 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