-39.5%
ZS vs PLUG
-48.8%
+9.3%
-64.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PLUG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +3.4% | -2.8% | +0.6% |
| 7D | -11.1% | +14.5% | -25.6% | -11.3% |
| 30D | -14.8% | -10.7% | -4.1% | -14.9% |
| 3M | +18.0% | -31.2% | +49.2% | +18.1% |
| 6M | +30.8% | -51.9% | +82.8% | +29.2% |
| YTD | -11.5% | -23.9% | +12.4% | -18.9% |
| All | -39.5% | -48.8% | +9.3% | -44.3% |
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