-31.6%
ZS vs SU
+88.1%
-119.7%
-64.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -4.5% | +4.2% | 0.0% |
| 7D | -12.3% | -7.1% | -5.2% | -11.8% |
| 30D | +11.2% | +4.8% | +6.5% | +11.3% |
| 3M | +37.5% | +12.5% | +25.0% | +37.1% |
| 6M | +57.8% | +6.5% | +51.4% | +58.6% |
| YTD | -0.2% | +65.8% | -66.0% | +6.0% |
| 1Y | -31.6% | +86.2% | -117.8% | -29.9% |
| All | -31.6% | +88.1% | -119.7% | -29.9% |
Cumulative growth
Daily Returns
Daily percentage return beside SU.
Daily Out/Under-Performance
Portfolio return minus SU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SU 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 SU 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