+0.6%
ZS vs TRMB
+11.9%
-11.3%
-64.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | TRMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | -2.3% | +4.9% | +4.0% |
| 7D | -3.8% | -2.9% | -0.9% | -2.1% |
| 30D | -6.0% | -1.8% | -4.2% | -4.9% |
| 3M | +32.0% | +8.4% | +23.6% | +25.5% |
| 6M | +2.1% | -18.5% | +20.7% | +14.8% |
| YTD | -26.2% | -26.7% | +0.6% | -12.5% |
| 1Y | -41.2% | -28.3% | -12.9% | -29.8% |
| All | +0.6% | +11.9% | -11.3% | -5.4% |
Cumulative growth
Daily Returns
Daily percentage return beside TRMB.
Daily Out/Under-Performance
Portfolio return minus TRMB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TRMB 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 3y: compounded portfolio wealth divided by compounded TRMB 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…
3y analysis · Full analysis span regression · 6 months rolling