-38.6%
ZS vs TRGP
+628.1%
-666.7%
-76.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TRGP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -0.6% | +1.2% | +0.9% |
| 7D | -3.1% | +0.1% | -3.2% | -3.2% |
| 30D | -7.2% | +8.0% | -15.2% | -10.1% |
| 3M | +30.5% | +8.3% | +22.2% | +25.5% |
| 6M | +7.0% | +23.9% | -16.9% | -2.4% |
| YTD | -26.8% | +59.6% | -86.5% | -40.2% |
| 1Y | -42.6% | +79.4% | -122.0% | -55.8% |
| 3Y | -0.3% | +269.4% | -269.7% | -44.8% |
| All | -38.6% | +628.1% | -666.7% | -69.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling