+398.6%
ZS vs TRGP
+742.9%
-344.3%
-76.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TRGP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -0.6% | +1.2% | +0.7% |
| 7D | -3.1% | +0.1% | -3.2% | -3.1% |
| 30D | -7.2% | +8.0% | -15.2% | -8.4% |
| 3M | +30.5% | +8.3% | +22.2% | +28.5% |
| 6M | +7.0% | +23.9% | -16.9% | +3.3% |
| YTD | -26.8% | +59.6% | -86.5% | -32.2% |
| 1Y | -42.6% | +79.4% | -122.0% | -47.9% |
| 3Y | -0.3% | +269.4% | -269.7% | -18.0% |
| 5Y | -39.2% | +641.6% | -680.9% | -53.3% |
| All | +398.6% | +742.9% | -344.3% | +322.8% |
Cumulative growth
Daily Returns
Daily percentage return beside TRGP.
Daily Out/Under-Performance
Portfolio return minus TRGP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TRGP 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 TRGP 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