-36.7%
ZS vs SU
+71.8%
-108.6%
-64.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.5% | -0.7% | -3.8% | -4.5% |
| 7D | -7.8% | +3.6% | -11.4% | -7.9% |
| 30D | +5.0% | +7.9% | -2.8% | +5.1% |
| 3M | +25.5% | +3.5% | +22.0% | +26.2% |
| 6M | +8.7% | +19.0% | -10.3% | +14.2% |
| YTD | -24.5% | +55.0% | -79.5% | -16.1% |
| 1Y | -36.7% | +71.2% | -107.9% | -27.8% |
| All | -36.7% | +71.8% | -108.6% | -27.8% |
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