-31.6%
ZS vs PODD
-48.3%
+16.7%
-64.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PODD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +6.6% | -6.8% | -2.3% |
| 7D | -12.3% | +10.8% | -23.1% | -15.2% |
| 30D | +11.2% | +21.7% | -10.5% | +4.1% |
| 3M | +37.5% | -1.1% | +38.6% | +35.7% |
| 6M | +57.8% | -3.7% | +61.6% | +53.7% |
| YTD | -0.2% | -41.9% | +41.7% | +8.5% |
| 1Y | -31.6% | -48.5% | +16.8% | -24.8% |
| All | -31.6% | -48.3% | +16.7% | -24.8% |
Cumulative growth
Daily Returns
Daily percentage return beside PODD.
Daily Out/Under-Performance
Portfolio return minus PODD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PODD 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 PODD 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