+398.6%
ZS vs POET
+114.9%
+283.7%
-76.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | POET | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +4.6% | -4.0% | +0.4% |
| 7D | -3.1% | +0.4% | -3.5% | -3.1% |
| 30D | -7.2% | -10.4% | +3.2% | -6.8% |
| 3M | +30.5% | -29.3% | +59.8% | +32.0% |
| 6M | +7.0% | +6.9% | +0.1% | +2.2% |
| YTD | -26.8% | +25.6% | -52.4% | -31.0% |
| 1Y | -42.6% | +49.2% | -91.8% | -46.9% |
| 3Y | -0.3% | +128.4% | -128.8% | -14.4% |
| 5Y | -39.2% | -4.2% | -35.0% | -47.2% |
| All | +398.6% | +114.9% | +283.7% | +320.8% |
Cumulative growth
Daily Returns
Daily percentage return beside POET.
Daily Out/Under-Performance
Portfolio return minus POET return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × POET 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 POET 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