-38.6%
ZS vs PNC
+51.4%
-90.0%
-76.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +0.5% | +0.1% | +0.4% |
| 7D | -3.1% | -0.6% | -2.5% | -2.8% |
| 30D | -7.2% | -4.4% | -2.8% | -5.2% |
| 3M | +30.5% | +5.2% | +25.2% | +27.0% |
| 6M | +7.0% | +20.6% | -13.7% | -3.7% |
| YTD | -26.8% | +19.8% | -46.6% | -34.0% |
| 1Y | -42.6% | +24.4% | -67.0% | -49.4% |
| 3Y | -0.3% | +131.2% | -131.6% | -39.3% |
| All | -38.6% | +51.4% | -90.0% | -54.4% |
Cumulative growth
Daily Returns
Daily percentage return beside PNC.
Daily Out/Under-Performance
Portfolio return minus PNC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PNC 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 PNC 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