+414.5%
ZS vs PODD
+74.6%
+340.0%
-76.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PODD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.5% | -2.1% | -2.4% | -3.7% |
| 7D | -7.8% | +1.6% | -9.5% | -8.4% |
| 30D | +5.0% | +10.7% | -5.6% | +1.0% |
| 3M | +25.5% | +0.7% | +24.8% | +22.8% |
| 6M | +8.7% | -39.3% | +48.0% | +29.6% |
| YTD | -24.5% | -48.1% | +23.6% | -4.3% |
| 1Y | -36.7% | -57.4% | +20.7% | -13.8% |
| 3Y | +7.2% | -23.3% | +30.5% | +6.6% |
| 5Y | -40.9% | -51.3% | +10.3% | -31.1% |
| All | +414.5% | +74.6% | +340.0% | +207.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling