-36.7%
ZS vs SYY
+1.0%
-37.7%
-64.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SYY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.5% | -1.3% | -3.2% | -4.9% |
| 7D | -7.8% | -2.3% | -5.5% | -8.4% |
| 30D | +5.0% | -4.9% | +10.0% | +3.6% |
| 3M | +25.5% | +8.4% | +17.2% | +28.6% |
| 6M | +8.7% | -7.4% | +16.1% | +7.7% |
| YTD | -24.5% | +11.0% | -35.5% | -22.9% |
| 1Y | -36.7% | -0.2% | -36.5% | -36.5% |
| All | -36.7% | +1.0% | -37.7% | -36.5% |
Cumulative growth
Daily Returns
Daily percentage return beside SYY.
Daily Out/Under-Performance
Portfolio return minus SYY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SYY 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 SYY 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