-31.6%
ZS vs ROIV
+97.8%
-129.5%
-64.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ROIV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +6.1% | -6.4% | -0.5% |
| 7D | -12.3% | +3.0% | -15.3% | -12.3% |
| 30D | +11.2% | +6.8% | +4.4% | +10.8% |
| 3M | +37.5% | +10.5% | +27.0% | +37.1% |
| 6M | +57.8% | +34.8% | +23.0% | +56.6% |
| YTD | -0.2% | +76.2% | -76.4% | -3.3% |
| 1Y | -31.6% | +92.4% | -124.0% | -36.8% |
| All | -31.6% | +97.8% | -129.5% | -36.8% |
Cumulative growth
Daily Returns
Daily percentage return beside ROIV.
Daily Out/Under-Performance
Portfolio return minus ROIV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ROIV 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 ROIV 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