-43.6%
ZS vs PLUG
-96.4%
+52.8%
-76.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PLUG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | +7.4% | -10.5% | -4.2% |
| 7D | -16.9% | +5.8% | -22.7% | -17.7% |
| 30D | -7.4% | -18.5% | +11.1% | -4.6% |
| 3M | +21.6% | -30.0% | +51.5% | +27.7% |
| 6M | +42.4% | -56.2% | +98.6% | +57.6% |
| YTD | -12.1% | -26.4% | +14.3% | -13.3% |
| 1Y | -37.8% | -42.2% | +4.4% | -36.5% |
| 3Y | +20.9% | -76.8% | +97.8% | +20.7% |
| All | -43.6% | -96.4% | +52.8% | +18.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling