-40.7%
ZS vs PODD
-54.3%
+13.6%
-76.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PODD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | -3.1% | +5.6% | +3.7% |
| 7D | -3.8% | -6.9% | +3.1% | -1.3% |
| 30D | -6.0% | -3.5% | -2.5% | -4.7% |
| 3M | +32.0% | -13.6% | +45.6% | +37.1% |
| 6M | +2.1% | -42.6% | +44.8% | +22.9% |
| YTD | -26.2% | -51.5% | +25.3% | -5.5% |
| 1Y | -41.2% | -60.9% | +19.7% | -18.9% |
| 3Y | +3.3% | -19.8% | +23.1% | -0.4% |
| 5Y | -40.7% | -54.4% | +13.6% | -24.6% |
| All | -40.7% | -54.3% | +13.6% | -24.6% |
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