+414.5%
ZS vs TECH
+106.0%
+308.5%
-76.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.5% | 0.0% | -4.5% | -4.5% |
| 7D | -7.8% | +0.1% | -7.9% | -7.9% |
| 30D | +5.0% | +0.7% | +4.3% | +4.7% |
| 3M | +25.5% | +36.3% | -10.8% | +4.6% |
| 6M | +8.7% | +25.6% | -16.9% | -7.9% |
| YTD | -24.5% | +23.7% | -48.2% | -36.0% |
| 1Y | -36.7% | +37.6% | -74.3% | -50.0% |
| 3Y | +7.2% | -6.6% | +13.8% | -2.7% |
| 5Y | -40.9% | -42.2% | +1.3% | -24.9% |
| All | +414.5% | +106.0% | +308.5% | +177.3% |
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