+32.2%
ZS vs Q
-23.7%
+55.9%
-32.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | Q | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -3.1% | +2.8% | -0.4% |
| 7D | -5.2% | +11.5% | -16.7% | -4.7% |
| 30D | -15.5% | -0.2% | -15.3% | -15.7% |
| 3M | +9.0% | -13.6% | +22.6% | +8.2% |
| 6M | +32.2% | -27.0% | +59.2% | +29.1% |
| All | +32.2% | -23.7% | +55.9% | +29.1% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling