+485.5%
ZS vs TECH
+107.2%
+378.3%
-76.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +0.1% | -0.4% | -0.3% |
| 7D | -5.2% | +0.2% | -5.5% | -5.4% |
| 30D | -15.5% | +0.5% | -16.0% | -15.7% |
| 3M | +9.0% | +1.0% | +8.0% | +8.5% |
| 6M | +32.2% | +54.1% | -21.9% | +2.6% |
| YTD | -14.1% | +24.4% | -38.5% | -27.3% |
| 1Y | -39.1% | +19.3% | -58.4% | -47.3% |
| 3Y | +10.4% | +28.5% | -18.1% | -20.2% |
| 5Y | -44.6% | -41.0% | -3.7% | -30.3% |
| All | +485.5% | +107.2% | +378.3% | +214.7% |
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