+395.4%
ZS vs TECH
+105.0%
+290.4%
-76.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -0.2% | -1.3% | -1.5% |
| 7D | -8.1% | -0.5% | -7.5% | -7.8% |
| 30D | -8.4% | 0.0% | -8.5% | -8.4% |
| 3M | +31.1% | +37.4% | -6.4% | +8.9% |
| 6M | +4.4% | +36.9% | -32.5% | -15.6% |
| YTD | -27.3% | +23.1% | -50.4% | -38.2% |
| 1Y | -41.4% | +42.2% | -83.6% | -54.5% |
| 3Y | +1.7% | +1.9% | -0.3% | -13.5% |
| 5Y | -39.6% | -42.9% | +3.3% | -22.7% |
| All | +395.4% | +105.0% | +290.4% | +167.7% |
Cumulative growth
Daily Returns
Daily percentage return beside TECH.
Daily Out/Under-Performance
Portfolio return minus TECH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TECH 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 10y: compounded portfolio wealth divided by compounded TECH 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…
10y analysis · Full analysis span regression · 6 months rolling