-42.6%
ZS vs QID
-34.8%
-7.8%
-64.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | QID | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -1.8% | +2.4% | +0.1% |
| 7D | -3.1% | +1.3% | -4.4% | -2.7% |
| 30D | -7.2% | +2.9% | -10.2% | -6.1% |
| 3M | +30.5% | -0.7% | +31.2% | +31.6% |
| 6M | +7.0% | -29.7% | +36.7% | -4.9% |
| YTD | -26.8% | -27.9% | +1.0% | -33.4% |
| 1Y | -42.6% | -34.6% | -8.0% | -53.4% |
| All | -42.6% | -34.8% | -7.8% | -53.4% |
Cumulative growth
Daily Returns
Daily percentage return beside QID.
Daily Out/Under-Performance
Portfolio return minus QID return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × QID 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 QID 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