+61.0%
AA vs ZS
-37.1%
+98.0%
-48.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ZS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -4.5% | +2.4% | -1.9% |
| 7D | -0.7% | -7.8% | +7.1% | -0.3% |
| 30D | +5.0% | +5.0% | -0.1% | +4.7% |
| 3M | -35.8% | +25.5% | -61.4% | -36.5% |
| 6M | -18.4% | +8.7% | -27.1% | -18.3% |
| YTD | -5.5% | -24.5% | +19.0% | -1.0% |
| 1Y | +61.0% | -36.7% | +97.7% | +64.8% |
| All | +61.0% | -37.1% | +98.0% | +64.8% |
Cumulative growth
Daily Returns
Daily percentage return beside ZS.
Daily Out/Under-Performance
Portfolio return minus ZS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ZS 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 ZS 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