-40.7%
ZS vs TECH
-42.1%
+1.4%
-76.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| 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% | -6.1% |
| 3M | +32.0% | +32.9% | -0.9% | +13.5% |
| 6M | +2.1% | +32.1% | -29.9% | -14.0% |
| YTD | -26.2% | +23.4% | -49.5% | -36.1% |
| 1Y | -41.2% | +34.1% | -75.2% | -51.8% |
| 3Y | +3.3% | +2.2% | +1.1% | -10.6% |
| 5Y | -40.7% | -41.8% | +1.1% | -15.8% |
| All | -40.7% | -42.1% | +1.4% | -15.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling