-31.6%
ZS vs PTEN
+79.8%
-111.5%
-64.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -9.4% | +9.1% | +0.5% |
| 7D | -12.3% | -15.5% | +3.2% | -10.9% |
| 30D | +11.2% | -7.8% | +19.0% | +12.1% |
| 3M | +37.5% | +6.4% | +31.1% | +36.0% |
| 6M | +57.8% | -11.9% | +69.7% | +62.6% |
| YTD | -0.2% | +79.4% | -79.6% | -1.4% |
| 1Y | -31.6% | +84.9% | -116.6% | -34.0% |
| All | -31.6% | +79.8% | -111.5% | -34.0% |
Cumulative growth
Daily Returns
Daily percentage return beside PTEN.
Daily Out/Under-Performance
Portfolio return minus PTEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PTEN 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 PTEN 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