+487.3%
ZS vs TECH
+107.1%
+380.2%
-76.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | 0.0% | -0.5% | -0.6% |
| 7D | -13.7% | +0.1% | -13.8% | -13.7% |
| 30D | -14.2% | +0.3% | -14.5% | -14.3% |
| 3M | +8.5% | +1.0% | +7.5% | +8.0% |
| 6M | +30.2% | +54.0% | -23.8% | +1.1% |
| YTD | -13.8% | +24.3% | -38.2% | -27.1% |
| 1Y | -41.5% | +23.7% | -65.2% | -50.5% |
| 3Y | +10.7% | +28.5% | -17.7% | -19.9% |
| 5Y | -43.6% | -41.2% | -2.4% | -28.8% |
| All | +487.3% | +107.1% | +380.2% | +215.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling