-44.3%
ZS vs PODD
-51.4%
+7.1%
-76.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PODD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +2.1% | -2.5% | -1.2% |
| 7D | -2.6% | +4.1% | -6.7% | -4.1% |
| 30D | -12.8% | +13.9% | -26.7% | -17.0% |
| 3M | +2.3% | +4.1% | -1.8% | +0.6% |
| 6M | +26.3% | +2.4% | +23.8% | +23.8% |
| YTD | -14.4% | -46.4% | +31.9% | +5.0% |
| 1Y | -37.6% | -54.2% | +16.5% | -19.3% |
| 3Y | +8.0% | -6.9% | +14.9% | -1.1% |
| All | -44.3% | -51.4% | +7.1% | -23.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling