-36.7%
ZS vs TROW
+0.2%
-36.9%
-64.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TROW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.5% | -1.0% | -3.5% | -4.1% |
| 7D | -7.8% | -1.3% | -6.5% | -7.4% |
| 30D | +5.0% | -4.5% | +9.6% | +6.8% |
| 3M | +25.5% | +3.9% | +21.7% | +23.1% |
| 6M | +8.7% | +22.6% | -13.9% | -0.8% |
| YTD | -24.5% | +10.1% | -34.6% | -29.2% |
| 1Y | -36.7% | +3.6% | -40.3% | -39.5% |
| All | -36.7% | +0.2% | -36.9% | -39.5% |
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