+0.6%
ZS vs TECH
+1.4%
-0.8%
-64.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | -0.1% | +2.7% | +2.6% |
| 7D | -3.8% | -0.1% | -3.8% | -3.8% |
| 30D | -6.0% | +0.3% | -6.3% | -6.0% |
| 3M | +32.0% | +32.9% | -0.9% | +22.4% |
| 6M | +2.1% | +32.1% | -29.9% | -6.1% |
| YTD | -26.2% | +23.4% | -49.5% | -31.1% |
| 1Y | -41.2% | +34.1% | -75.2% | -46.3% |
| All | +0.6% | +1.4% | -0.8% | -3.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling