-31.6%
ZS vs TROW
+17.3%
-48.9%
-64.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TROW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +6.0% | -6.3% | -2.2% |
| 7D | -12.3% | +8.2% | -20.5% | -14.6% |
| 30D | +11.2% | +8.3% | +2.9% | +8.3% |
| 3M | +37.5% | -1.6% | +39.1% | +38.6% |
| 6M | +57.8% | +11.9% | +45.9% | +49.3% |
| YTD | -0.2% | +14.3% | -14.5% | -9.3% |
| 1Y | -31.6% | +17.0% | -48.6% | -38.3% |
| All | -31.6% | +17.3% | -48.9% | -38.3% |
Cumulative growth
Daily Returns
Daily percentage return beside TROW.
Daily Out/Under-Performance
Portfolio return minus TROW return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TROW 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 1y: compounded portfolio wealth divided by compounded TROW 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…
1y analysis · Full analysis span regression · 6 months rolling