-31.6%
ZS vs Q
+19.7%
-51.3%
-64.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | Q | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.1% | -0.2% | -0.3% |
| 7D | -12.3% | -3.3% | -9.0% | -12.3% |
| 30D | +11.2% | -9.7% | +20.9% | +11.0% |
| 3M | +37.5% | -16.1% | +53.6% | +37.9% |
| 6M | +57.8% | -15.7% | +73.5% | +55.8% |
| YTD | -0.2% | +45.7% | -46.0% | -15.6% |
| 1Y | -31.6% | +18.0% | -49.6% | -38.8% |
| All | -31.6% | +19.7% | -51.3% | -38.8% |
Cumulative growth
Daily Returns
Daily percentage return beside Q.
Daily Out/Under-Performance
Portfolio return minus Q return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × Q 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 Q 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