+390.7%
ZS vs PTEN
-16.8%
+407.5%
-76.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.6% | +1.9% | -6.6% | -4.8% |
| 7D | -9.2% | -1.0% | -8.2% | -9.2% |
| 30D | -4.0% | +29.3% | -33.3% | -6.1% |
| 3M | +25.3% | +7.2% | +18.1% | +24.1% |
| 6M | -1.3% | +43.5% | -44.8% | -4.5% |
| YTD | -28.0% | +113.2% | -141.2% | -32.7% |
| 1Y | -42.5% | +135.1% | -177.6% | -46.8% |
| 3Y | +0.7% | -4.8% | +5.6% | -2.4% |
| 5Y | -42.3% | +94.6% | -136.9% | -45.0% |
| All | +390.7% | -16.8% | +407.5% | +403.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling