-42.5%
ZS vs ROIV
+221.6%
-264.0%
-64.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ROIV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.6% | +18.8% | -23.4% | -4.7% |
| 7D | -9.2% | +20.2% | -29.4% | -9.3% |
| 30D | -4.0% | +14.1% | -18.1% | -3.8% |
| 3M | +25.3% | +45.6% | -20.3% | +24.8% |
| 6M | -1.3% | +44.1% | -45.4% | -2.0% |
| YTD | -28.0% | +91.2% | -119.2% | -30.3% |
| 1Y | -42.5% | +221.3% | -263.8% | -45.6% |
| All | -42.5% | +221.6% | -264.0% | -45.6% |
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